1072 results found

1. Bulk Send from CRM

   Ability to Bulk Send from CRM

   30 votes

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   Idea  ·  6 comments  ·  Integrations  ·  Delete…  ·  Admin →
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2. Multiple Stripe accounts per workspace
   33 votes

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   4 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

3. PandaDoc add on for Gsuite
   2 votes

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4. write back document status in a list view in dynamics

   write back document status in a list view in dynamics

   1 vote

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5. Product Description in CRMs

   Pricing table: the option not to pull the product description while it still stays in the CRM.

   2 votes

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6. Lucidchart

   integration with Lucidchart

   Ability to paste a link to chart, same way our video block works

   3 votes

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7. Pass files from SalesForce files to PandaDoc

   Pass files from SalesForce attached files to PandaDoc document as attached files

   12 votes

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   Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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8. Remove Salesforce document drafts

   Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

   2 votes

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9. InfusionSoft / Keap

   Integration with InfusionSoft / Keap

   10 votes

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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10. 2-way synchronization with Copper

    2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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11. Copper

    Native integration with Copper

    4 votes

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12. JSON Payload Update for EV2 with Salesforce

    Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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13. Microsoft Dynamics Discount option

    Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

    4 votes

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14. discount to pass in Zoho(if not quotes)
    2 votes

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15. EV2. MS Dynamics - Ability to update document info for EV2 documents/.
    2 votes

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16. [Pipedrive] The ability to connect the products in pipedrive with pandadoc cataloge products
    6 votes

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17. Pull information across different record types
    2 votes

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18. [Zendesk sell] sync pandadoc and zendesk sell contacts

    sync pandadoc and zendesk sell contacts

    5 votes

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19. Refund option via PandaDoc

    Refund option via PandaDoc.

    9 votes

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20. Pull different products from Salesforce into different sections of a pricing table
    4 votes

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