1056 results found
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Highspot
Highspot integration
1 vote -
1 vote
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4 votes
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1 vote
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Product Description in CRMs
Pricing table: the option not to pull the product description while it still stays in the CRM.
2 votes -
A Paid badge in PDFs of paid documents
A PDF of a paid document should include the PAID badge, the same as the web view version
4 votes -
2 votes
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Remove Salesforce document drafts
Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc
2 votes -
Transfer documents from Hubspot to Salesforce
Automatic document transfer from Hubspot to Salesforce.
4 votes -
1 vote
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[Google Sheets] Pass token data
Ability to easily pass token data to Google Sheets or email after the document is completed
3 votes -
Zero CRM
Zero CRM Integration
1 vote -
2 votes
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Limit Salesforce Opportunity status trigger to specific templates
PandaDoc's native trigger settings allow for any document on an opportunity to change the stage. Sometimes customers send multiple documents from an opportunity and need for only certain templates to trigger status changes.
4 votes -
3 votes
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1 vote
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1 vote
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Freshsales Form
Integration with Freshsales Form.
1 vote -
2 votes
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Ability to push Price Lines from XRM as Base vs Optional
Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item
1 vote
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