1114 results found

1. Tokens for products in Pipedrive

   Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).

   9 votes

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2. Ability to link documents created via Zapier to a CRM record
   7 votes

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3. Saving the order of the items when syncing the pricing table from a HubSpot / Pipedrive (CRM) Deal
   10 votes

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4. The ability to sync both Native Pipedrive integration and Pipedrive Extension
   2 votes

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5. Use Zoho for Australia
   2 votes

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6. Great America Financial

   Allow offer for financing through Great America Financial. Finance calculation based on total quote.

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7. Ability to populate dates in Freshsales through tokens without timestamps
   3 votes

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8. HubSpot product description to be pulled into PandaDoc in a bulleted list

   Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

   12 votes

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9. Quickbooks Canada
   11 votes

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10. Pull Salesforce documents under Notes&Attachments into PandaDoc

    Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments

    2 votes

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11. Salesforce, link PandaDocs to a custom Salesforce object

    Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    26 votes

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12. Attach PDF copy to SF when the document was updated
    1 vote

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13. Pull product data from Freshsales to pricing tables
    26 votes

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14. Dacast.com

    Video integration with Dacast.com

    1 vote

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15. Remove the "most recently used" templates option in Salesforce

    This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.

    1 vote

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16. Link a document to Organization, People in Pipedrive

    well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons

    6 votes

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17. CRM Product fields are passed over tokens/variables

    Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    21 votes

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18. Typeform

    Customer wants to integrate Typeform with PandaDoc to prefill a document with values.

    4 votes

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19. Pipedrive - integration selects a template based on custom fields data in Pipedrive and fills them in in PandaDoc
    1 vote

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20. More role variables (to pass from a HubSpot deal)

    The feature request is to create more role variables / fields in "Contacts" since the client needs to pass more data from Hubspot contacts linked to a deal

    3 votes

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