1066 results found
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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 -
Autotask
integration with Autotask
7 votes -
3 votes
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10 votes
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1 vote
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Ability to format custom product fields from Salesforce
Ability to pass custom product fields from Salesforce as currency.
5 votes -
11 votes
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Pass checkbox fields from Pipedrive into PandaDoc
Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.
3 votes -
Pass Deal Info From Hubspot Using Zapier
Be able to pass deal information using Zapier and Hubspot
3 votes -
Airtable
PandaDoc Integration with Airtable
19 votes -
Zero CRM
Zero CRM Integration
1 vote -
7 votes
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Disable auto-population of contacts associated with a deal in Pipedrive to the recipient on a template by template basis
We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.
3 votes -
2 votes
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4 votes
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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 -
Pushing SKU from Hubspot to PandaDoc
Pushing SKU from Hubspot to PandaDoc.
30 votes -
1 vote
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1 vote
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Deal owner not included as CC
The option to not include Deal owner as CC recipient if creating document from Pipedrive.
3 votes
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