1376 results found
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Split or staggered payment collection
(between two payment systems as well)
22 votes -
22 votes
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21 votes
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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 -
Salesforce, link PandaDocs to a custom Salesforce object
Salesforce link documents to a Custom Object, refresh tokens from the Customer object
21 votes -
Replace unfilled variables with blanks when creating docs via Zapier
If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces
20 votes -
HubSpot refresh pricing table
Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.
20 votes -
20 votes
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19 votes
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Integration with Acumatica
Integration with Acumatica
19 votes -
SEPA Direct Debit
Ability to set up SEPA direct debit through PandaDoc
19 votes -
Slack Channels - Receive Pandadoc Notifications.
Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.
18 votes -
18 votes
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An option to use a custom fields with data merge in Hubspot
an option to use a custom field with data merge in Hubspot
18 votes -
MS Dynamics two-way sync (2-way sync)
Looking for PD and MS Dynamic to have a 2 way sync
18 votes -
[Import from CRM][Salesforce] Update pricing table
The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).
17 votes -
Link document multiple objects in CRM (Hubspot, Pipedrive, etc)
Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.
17 votes -
17 votes
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Bulk Send from Salesforce
Ability to Bulk Send while within Salesforce
17 votes -
pass line items formatting from hubspot
pass line items formatting from hubspot
16 votes
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