1051 results found

1. Sync document value to hubspot deal

   The ability to push document value from PandaDoc to Hubspot Deal Value without Hubspot recalculating.

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2. Automation to bundle PDF/Docx files from Monday.com with a document in PandaDoc

   Merge PDF/ Docx file on Monday.com with PandaDoc document automatically

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3. NetDocument integration

   NetDocument integration

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4. PandaDoc Document Last Viewed sync to Salesforce record
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5. 2-Way Integration with Salesmate
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6. Xactimate

   Xactimate direct integration with PandaDoc

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7. [ARCHIVE] Creatr documets from GDocs in SFDC

   salesforce create documents from google docs

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8. Salesforce - Opportunity Product update in Draft status

   Ability to update opportunity products and push the data back to Salesforce in Draft Status

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9. Printavo CRM

   Our team uses printavo CRM as an event planning company. Its different but it works for us. I would love to see integrations between the two to be able to automatically transfer client info from one to the other

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10. Integration: appfolio property management software
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11. Do not allow to open documents from the Slack notification

    Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification

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12. Choose which workspaces send notifications to Slack

    Select which of the workspaces send notifications to Slack

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13. Integration with Dazos

    Integration with Dazos

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14. Gainsight integration

    native gainsight integration so a CS and Legal team could create documents directly from GS and sync data between two systems.

    2 votes

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15. Sync bullet points back into Salesforce (update opportunity products trigger)

    At the moment, bullet points will not sync back into the description (or a custom rich text field) in Salesforce product when using the trigger. It will show as one line.

    5 votes

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16. Use standard tokens from HubSpot to pricing table

    Ability to pull values using standard default tokens from a HubSpot deal to a pricing table.

    4 votes

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17. pass mobile and phone number from salesforce

    pass mobile and phone number from salesforce

    For now, only one number mobile or phone can be populated

    2 votes

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18. Pass images from Google Sheets to PandaDoc documents

    Pass images from Google Sheets to PandaDoc documents

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19. EngageBay CRM

    Integrate with EngageBay CRM

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20. Nutshell CRM: Cross-Object Variables

    The option to use cross-object variables in Nutshell, such as pulling variables from the People object when creating a document from the Company object.

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