1075 results found

1. Pass Hubspot fields to PandaDoc fields on uploaded template
   4 votes

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2. Salesforce Mobile App Capability

   Be able to use the Salesforce integration using mobile apps.

   33 votes

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3. Hubspot mobile app

   Ability to use the hubspot mobile app with PandaDoc

   12 votes

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   Idea  ·  4 comments  ·  Integrations  ·  Delete…  ·  Admin →
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4. Expand / Collapse Pricing Table Descriptions

   Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.

   11 votes

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   Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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5. Ability to download a receipt as a separate document (PDF)
   2 votes

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6. SEPA Direct Debit

   Ability to set up SEPA direct debit through PandaDoc

   21 votes

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7. Link to CRM Zoho
   12 votes

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8. Products are passed from Hubspot to PandaDoc without the line item description

   The ability to set that the product description does not appear in the pricing table, although the description is stored in HubSpot

   4 votes

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9. Attach PDFs to Accounts in Salesforce When Creating From Opp

   When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

   7 votes

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10. CRM Product fields are passed over tokens/variables

    Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    21 votes

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11. Copper Sync - Refresh Document

    Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

    2 votes

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12. Images passed from Salesforce to pricing tables
    7 votes

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13. Quickbooks Desktop

    Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    77 votes

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    12 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, 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.

14. link document to a Deal after it has been created from an organization object (Pipedrive)
    1 vote

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15. customize triggers for Zapier setup
    4 votes

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16. Conditional Logic in creating documents in Salesforce
    11 votes

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17. 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

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18. Pass field value from PandaDoc to Hubspot deal
    34 votes

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    Early access  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.

19. Add value on textfields using CRM variables
    5 votes

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20. Salesforce, link PandaDocs to a custom Salesforce object

    Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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