293 results found

1. Populate the product description from Pipedrive from Products -> Variation -> Comment

   Populate the product description from Pipedrive from Products -> Variation -> Comment, currently it is passed from Deal -> Products -> Show details -> Comment.

   12 votes

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2. Monday.com: automatically assign recipient

   Option to automatically assign recipient to the role during document creation from Monday.com

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3. [Integration]: Go High Level CRM

   Add the CRM Go High Level to PandaDoc

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   Lindsey Schocke responded

4. Clover

   New integration: Clover Payment gateway

   12 votes

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5. Lawpay/Affinipay

   Lawpay is the most widely used payment gateway for lawfirms across the country.
   Note: Affinipay is the parent company

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   Valeryia Baranava responded

6. WorkDay

   Integration with workday to allow for documents to be sent out of workday and tracked.

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7. Pass files from SalesForce files to PandaDoc

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

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8. 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.

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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   Product description display

9. Images passed from Salesforce to pricing tables
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. 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!

10. Power Automate

    Power Automate integration

    11 votes

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11. Integration capabilities with WhatsApp

    Integration capabilities with WhatsApp

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12. Integration feature with Zapier to change email subject

    Option in zapier to change the email subject went document is sent

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13. [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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14. Make.com

    make.com integration

    11 votes

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    Lindsey Schocke responded

15. Calendly

    ability to integrate Calendly

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16. AMEX logo for Authorize net

    The integration still doesn’t show the Amex logo

    11 votes

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    Valeryia Baranava responded

17. Automatically add Pipedrive custom product fields to pricing table

    Automatically add Pipedrive custom product fields to pricing table

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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

    Pipedrive. Map product fields with quote builder columns

18. Bill.com

    Ability to connect with Bill.Com

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19. Field data mapped into Pipedrive

    Ability to map document field data into Pipedrive

    11 votes

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20. Pull Pricing Table Tax Flat vs Percentage rate from SalesForce

    Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce

    11 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. 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!