1051 results found

1. Zoho Invoice

   Zoho invoice integration.

   4 votes

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2. Ability to get download links to the documents created via SDK
   1 vote

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3. 2 way sync for Close

   2 way sync for Close

   3 votes

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4. the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

   Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39804400

   8 votes

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5. Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table

   Pricing Table: Predefined tokens (#2 need)
   Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

   2 votes

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6. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col

   Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

   2 votes

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7. Highspot

   Highspot integration

   1 vote

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8. To be able to provide placeholders for checkboxes in Zapier. EV2
   5 votes

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9. Marking the documents that are used in an integration
   1 vote

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10. Solupay

    Connect PandaDoc with Solupay payment gateway

    1 vote

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11. Ability to pull information about products from salesforce to a document as variables/tokens
    2 votes

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    Not Planned  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi there,

    Thanks for sharing this idea. At the moment, this is not on our roadmap, mainly because the use case isn't fully clear to us yet.

    
    

    Currently, line items or products are pulled in and used as inputs for our quoting components — like the pricing table or quote builder. We're not planning any changes here for now.

    
    

    That said, if you have a specific scenario or workflow in mind, we’d really love to hear it! Feel free to reply here or drop me an email — happy to follow up and see if this is something we should explore further.

12. Bind PD documents to be seen on the Microsoft Dynamics 365 forms

    Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.

    3 votes

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13. Autotask

    integration with Autotask

    8 votes

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14. pull products(related object) of a custom object in Salesforce to the pricing table
    4 votes

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15. Global settings: Install Pipedrive for the whole organization
    1 vote

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16. Ability to format custom product fields from Salesforce

    Ability to pass custom product fields from Salesforce as currency.

    5 votes

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17. Quickbooks Canada
    11 votes

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18. Pass checkbox fields from Pipedrive into PandaDoc

    Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.

    4 votes

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19. Direct native integration with Airtable

    PandaDoc Integration with Airtable

    30 votes

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20. Zero CRM

    Zero CRM Integration

    1 vote

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