1056 results found

1. Sync HubSpot tokens and the ones in a document

   At the moment the list of tokens in a PandaDoc document is copied from HubSpot at the very moment when a document is created. When a property is deleted from HubSpot, the token disappears only in HubSpot -> Show PandaDoc Tokens, but not in list of Variables in a document. The feature request is to sync those list of variables in a document and in a deal/contact/company

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2. Import from CRM: Contact Object, Hubspot

   Import from CRM for Hubspot for the contact object.

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3. RESCO CRM

   RESCO CRM

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4. Microsoft 365

   Microsoft 365 integration

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5. [Reporting] Salesforce Activity

   Salesforce reporting feature with PandaDoc integration.

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6. Hiding the banner of the document when embedding through an iFrame

   Hiding the banner of the document when embedding it through an iFrame

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7. Microsoft Power Bi

   Integration with Microsoft Power Bi

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8. [Pipedrive] map document status with Deal status

   Trigger Completed Document connected to Pipedrive deal to automatically change to Won status

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9. Ability to link documents created via Zapier to a CRM record
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10. Procore

    integration with Procore to create and send documents

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11. MailChimp

    Integration with MailChimp

    7 votes

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12. the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39804400

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13. Autotask

    integration with Autotask

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14. The ability pulling Hubspot contact fields along with the deal fields into a PandaDoc template without using role variables
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15. More Copper Variables

    Additional Copper Variables to be put in a PandaDoc template.

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16. Dynamic fields when pulled from Salesforce

    Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.

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17. Pipedrive. Ability to pull deal duration to pricing tables
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18. Attach PDFs to Accounts in Salesforce When Creating From Opp

    When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

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19. Images passed from Salesforce to pricing tables
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20. Rippling

    Requesting an integration with Rippling to PandaDoc

    6 votes

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