1062 results found
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Booqable
Have Pandadoc Integrate with booqable integration.
1 vote -
White-labelling of the T&C block under the signature
Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used
2 votes -
HubSpot deal created automatically once a document is completed
HubSpot deal is created automatically once a document is completed
1 vote -
program a date/time to send a document from HubSpot
program a date/time to send a document from hubspot
1 vote -
Integration with Amadeus Delphi
Integration with Amadeus Delphi to make eSignature faster.
1 vote -
MS Dynamics: automatic template selection based on data fields
Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)
1 vote -
Pull currency symbol into the text column from CRM to PandaDoc
Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)
1 vote -
1 vote
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Clio
A very popular software that the legal industry uses is Clio. It's essentially their version of a CRM. We unfortunately do not have a native integration with Clio. The only way to connect us with them is through a third party such as Zapier which adds complexity to a workflow. Lawyers are one of the few professions that are willing to spend the extra money to make their lives easier. While speaking with a law office today, they loved our product and all that it could do, but since we lack the native integration with Clio, there's a good chance…
5 votes -
Change document value via Zapier
Change document value via Zapier
1 vote -
Integrate with Tabby System
Ability to integrate with Tabby System
1 vote -
[Monday] Recipient mapping
It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.
5 votes -
Pass values from HubSpot if the field is not added to About this deal section
Option to pass values from HubSpot custom fields that are not displayed in the "About this deal" section of the deal
1 vote -
Ability to use the collect card details field in relation to Chargify/Maxio
Ability to use the collect card details field in relation to Chargify/Maxio.
Currently, you can only use this field with Stripe.1 vote -
Streak CRM
integration and automations with Streak CRM
2 votes -
Gmail Plug in - import a non-pdf
import non-PDFs through the Gmail plug-in
1 vote -
1 vote
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Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template.
Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template
1 vote -
Salesforce: assign recipients from look-up field to roles
Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce
2 votes -
Send documents in Zendesk Support without being redirected to the PandaDoc website
The ability to send documents created via the Zendesk Support integration in the Zendesk view without being redirected to a PandaDoc web window.
1 vote
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