1072 results found
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BombBomb
Integrations with QB, Bomb bomb
1 vote -
Custom payment integration
Customer would like to be able to integrate the payment gateway with their proprietary payment processor.
6 votes -
Switch Workspaces in Salesforce
Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF
37 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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Freshworks
Client would like direct integration with freshworks
8 votes -
Dynamically pull images/field data from LogicGate program
Dynamically pull images/field data from LogicGate program
1 vote -
Ability to associate PandaDoc with Accounts, Contacts at the same time (salesforce)
I have the Contact associated with two Accounts in Salesforce and you want to link one document to these 2 Accounts?
2 votes -
4 votes
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Remove card details field for users
Have the option to remove/hide card details field for users to add to docs.
1 vote -
SFDC - Prevent document based on a field or stage
Hide the "New Document" button on the pandadoc widget based on some field logic or opportunity stage.
1 vote -
Toast POS
Toast Restaurant POS integration
1 vote -
Select a template automatically salesforce
Choose the PandaDoc template automatically based on salesforce field value or salesforce product
17 votes -
Zendesk Sell pull more contact variables(tokens)
At the moment only the first name, last name, email, company and phone of a contact could be pulled from Zendesk cell into PandaDoc (doesn't matter if a document is created from a deal or contact). It is possible to pull street, postal code and city only using the tokens from a gear icon when a document is created from a deal (for example, [Contact.City]). The feature request is to be able to pull those fields (city, postal code, street, etc.) for any contact
2 votes -
Separate Google Drive per User
Allow each user to upload from separate google drive accounts rather than the same google drive account
2 votes -
Corelation Credit
Some credit unions use this and would love direct integration. Customer will move once we have it
2 votes -
MeridianLink
Lost a 100 user customer due to not having a direct integration
1 vote -
ArchiOffice
Integration with ArchiOffice
ArchiOffice is a project management software for accountants. https://www.bqe.com/products/archioffice1 vote -
Sales Screen
Sales Screen Integrations
1 vote -
1 vote
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Service Titan
Integration with Service Titan
2 votes -
Add option to have Discount and Tax items in the footer display the total of each from the line items
Right now it seems like it is an either/or scenario. what I would like is to have discounts figured on the line items, but pull that from our CRM (Salesforce). Then on the template, have the total of the discounts show up in the discount line in the footer. Same for Taxes.
This way we can show the total discount, but not show what line item it was on, and manage that from our CRM.
3 votes
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