1069 results found

1. Pass line item description formatting from SFDC

   Pass the complex line item description formatting from Salesforce to PandaDoc

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2. Link a document to Organization, People in Pipedrive

   well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons

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3. Different products from Pipedrive into different pricing tables
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4. Map document value to Pipedrive deal value

   Ability to map PD document value to Pipedrive deal value

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5. Ability to edit existing documents through HubSpot

   Ability to edit existing documents through HubSpot integration instead of just PandaDoc.

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6. Expand Hubspot iFrame Window

   Ability to expand the iFrame window that pops up when creating a document within Hubspot

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7. Zapier: Ability to attach PDFs

   Ability to attach PDFs via Zapier

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8. Update HubSpot Deal Products with changes made in Pricing Table
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9. Pass data to Monday.com

   Customer would like to have the ability to pass data from a completed document field signed by their clients to Monday.com

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10. Document link to SalesForce Quote record

    Customer would like to link the document to Quote record in SalesForce

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11. Integrate with RD Station

    Integrate with RD Station

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12. HubSpot: keep product list order

    Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot

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13. Ability to change default title for documents created via HubSpot

    Ability to change default title for documents created via HubSpot

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14. [Monday] Recipient mapping

    It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.

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15. Clio

    A very popular software that the legal industry uses is Clio. It's essentially their version of a CRM. We unfortunately do not have a native integration with Clio. The only way to connect us with them is through a third party such as Zapier which adds complexity to a workflow. Lawyers are one of the few professions that are willing to spend the extra money to make their lives easier. While speaking with a law office today, they loved our product and all that it could do, but since we lack the native integration with Clio, there's a good chance they're just going to go with DocuSign. DocuSign will probably come in more expensive, but because it creates more automations and less manual work, they will probably view it as a better solution. I'm hoping we can build a native integration out with Clio to help us win more legal deals as they typically are higher in value!

    A very popular software that the legal industry uses is Clio. It's essentially their version of a CRM. We unfortunately do not have a native integration with Clio. The only way to connect us with them is through a third party such as Zapier which adds complexity to a workflow. Lawyers are one of the few professions that are willing to spend the extra money to make their lives easier. While speaking with a law office today, they loved our product and all that it could do, but since we lack the native integration with Clio, there's a good chance… more

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16. Have a Zapier trigger where it can collect files from a PandaDoc upload files field.

    Have a Zapier trigger where it can collect data from a pandadoc upload files field. For example, into a Google Drive.

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17. Google Calendar

    Ability to integrate with Google Calendar to use automation like sending documents.

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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

18. Salesforce Contact role additional Fields mapping

    Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code

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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

19. Hibob HR Software

    Hibob HR Software integration

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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

20. Add Webhooks for Templates

    Add Webhooks for Templates, following the existing pattern for Documents.
    Events:
    Create
    Update | following version history
    Delete
    Usage

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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded