956 results found
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Select a template automatically salesforce
Choose the PandaDoc template automatically based on salesforce field value or salesforce product
14 votes -
ClickUp
Integration with ClickUp
14 votes -
Connectwise
Integration with ConnectWise
14 votes -
14 votes
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Link to CRM Zoho
Link documents to Zoho CRM from PandaDoc side
14 votes -
Quickbooks Integration: 2 Way Sync
Option to have Quickbooks as Intergation.
Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.
13 votes -
13 votes
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Field tags - 'Autofill with Signing Date'
PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.
It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.
12 votes -
Outlook
Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.
12 votes -
have a PandaDoc documents status show in Monday.com
have a PandaDoc documents status show in Monday.com for a particular row based on an email address
12 votes -
12 votes
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Add PandaDoc component to SalesForce community page
Be able to add PandaDoc component to SalesForce community page
12 votes -
Lever
PandaDoc integration with Lever (HR Recruiting software/CRM)
12 votes -
GoHighLevel CRM
GoHighLevel CRM
11 votes -
Mobile functionality in Monday.com
Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.
11 votes -
Lawpay/Affinipay
Lawpay is the most widely used payment gateway for lawfirms across the country.
Note: Affinipay is the parent company11 votes -
Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)
The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?
11 votes -
Send Images as Token Data via Zapier
Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.
11 votes -
Podio CRM
Podio CRM integration
11 votes -
Salesforce - Include Job Title contact field in the Add new contact
In the assign people to roles screen and choose to Add new contact > click Show more field, the Job title field is not included. Client will have to go to PD contacts tab to add this details for the variable to work.
11 votes
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