1068 results found
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ACT CRM
Ability for PandaDoc to integrate with ACT CRM
1 vote -
Glide Apps
Glide Apps Integration
1 vote -
Chat function integration w/ Hubspot
The customer wants to create an eform with us and wants to integrate it with Hubspot chat feature.
Once a customer fill out a form, in which they express their interest for a service. They want to be able to chat with them and fix final doubts and then send the contract. After a billing service.1 vote -
Connect catalog in Quickbooks Online to PandaDoc
Option to automatically update the Catalog in PandaDoc if product price, description, etc is changed in QB Online
1 vote -
Markate CRM
Integrate with Markate (CRM) or create a native PandaDoc automation.
2 votes -
Dynamics 365 Product Bundles
In Dynamics 365 if an included product is marked as a "bundle" (in Dynamics) the sub-items products (description, etc...) are not shown. Only the parent/top-level product name and description are displayed. As a Seller, I want the selected "bundled" product, to show descriptions of the included line-item in the quote.
2 votes -
Update records in SugarCRM when new documents are Signed in PandaDoc
Update records in SugarCRM when new documents are Signed in PandaDoc
1 vote -
Override MS Dynamics date variable settings with PandaDoc date settings
Override MS Dynamics date variable settings with PandaDoc date settings
2 votes -
1 vote
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Pipedrive: map additional discount to the total discount in pricing table
Option to show additional discount from Pipedrive in the total of the pricing table in PandaDoc
1 vote -
Two way sync with Pipedrive
Option for Pipedrive 2 way sync
33 votes -
5 votes
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not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday
not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday
1 vote -
Request for Member Users' Document Visibility in HubSpot
Customer would like to have the ability for the member users to see other documents in HubSpot that was created through PandaDoc
1 vote -
filter PandaDoc statuses in Salesforce
filter PandaDoc statuses in Salesforce
2 votes -
1 vote
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White-labelling of the T&C block under the signature
Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used
2 votes -
Template Revisions Endpoint
Get revisions of the templates to see how they have been changing historically
3 votes -
Template Thumbnails (embedding)
Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)1 vote -
1 vote
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