1066 results found
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2 votes
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Xero
Native Xero integration
127 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
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3 votes
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2 votes
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Ability to pull contact tokens from Hubspot deal
Contact tokens are not available when creating the document from a HubSpot deal.
45 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Limit Salesforce Opportunity status trigger to specific templates
PandaDoc's native trigger settings allow for any document on an opportunity to change the stage. Sometimes customers send multiple documents from an opportunity and need for only certain templates to trigger status changes.
4 votes
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