1069 results found
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5 votes
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Switch workspaces in MS Dynamics
Need to be able to switch workspaces inside MS Dynamics integration without opening PandaDoc in a new tab to improve efficiencies for their teams.
5 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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Generate a variable for formula columns in monday.com
The formula variable is missing from the list of variables available on PandaDoc, to populate from monday.com to PandaDoc, to just populate the final output number of the formula.
5 votes -
Manage integrations via Integrately
To have the option to directly manage integrations via Integrately.
5 votes -
checks with Quickbooks
collect checks with Quickbooks
5 votes -
Created by in salesforce should be the document creator
when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration
5 votes -
5 votes
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Sort templates shown when creating documents via CRM integrations
Sort templates when creating documents via CRM integrations by Title, etc.
5 votes -
Ability to select multiple pricing tables in zapier.
Ability to select multiple pricing tables in zapier.
5 votes -
The ability to update monday.com variables automatically.
For example, the customer may add a variable, or update a current one, and would like the ability to not have to enter the information manually.
5 votes -
Sequence number visible in Pipedrive integration document list
We would like to have visibility on the sequence number of the documents in the document list. At the moment you can only see the document name which is not enough information for us and requires us searching Pandadoc to find out the number.
5 votes -
Link documents to MS Dynamics CRM objects.
Link creation with MS Dynamics.
5 votes -
CompanyCam
We would love to be able to pull images right out of CompanyCam and add into our proposal!
5 votes -
A feature to access Child Object attributes from Parent Object. SalesForce
Please add a feature to access child Object attributes of any Parent Object in SalesForce, i.e in Opportunity there should be a feature to define Tokens for Opportunity Line Items as Line Items are in Child relationship to Opportunity.
5 votes -
Updating Salesforce products based off optional items
When a product is made optional in the pricing table, if a client chooses it, it adds to the opportunity products. If the product is already in SFDC products but is not chosen, it is removed.
5 votes -
Automate.io
Introduce native automate.io integration
5 votes -
Using Shared Templates to Create Documents in CRM
Currently, Editor 2.0 Templates shared across Workspaces cannot be used to create new Documents with integrations. Can only be created in original Workspace. However, it is currently possible with EV1 Templates. Customers would like this ability with EV2 as well.
5 votes -
Conditional logic for Hubspot
Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is
5 votes -
library of already added designs from Canva in PandaDoc
library of already added designs from Canva in PandaDoc
5 votes -
Zoho: to pull information from subforms
Zoho: to pull information from subforms
5 votes
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