1114 results found

1. Integrate with RD Station

   Integrate with RD Station

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2. HubSpot: keep product list order

   Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot

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3. Ability to change default title for documents created via HubSpot

   Ability to change default title for documents created via HubSpot

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4. Make.com: create attachments

   Option to create document attachments via Make.com

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5. Lexoffice

   Integrate with Lexoffice

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6. Ability to pass products from multiple Salesforce objects to a single document.

   Ability to pass products from multiple Salesforce objects to a single document.

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7. Power Automate

   Power Automate integration

   9 votes

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8. noCRM.io

   Native Integration with noCRM.io

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9. Cin7

   The ability to integrate with Cin7 via API/ Native integration

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10. Webhook trigger for CRM object link

    Add a new event type for PandaDoc Webhook that triggers whenever a CRM Object is linked (or unlinked)

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11. Webhook trigger for Tags

    Add a new event type for PandaDoc Webhook that triggers whenever a Tag is added (or removed)

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12. Trainual

    Ability to integrate with Trainual

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13. [Zendesk Support] pull values using Lookup Relationships.
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14. Import colors from Google

    Import colors from Google

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15. Payment integration with Rotessa
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16. PandaDoc module for BambooHR

    PandaDoc module for BambooHR

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17. Ability to send Salesforce related files as PandaDoc documents.

    Ability to send Salesforce related files as PandaDoc documents.

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18. Fillquick

    Integrate with Fillquick

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19. Use a variable instead of the recipient email to match the client in Quickbooks

    Ability to use a variable instead of the recipient email to match the client in Quickbooks

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20. Edit templates and documents inside of Zoho CRM

    Ability to edit templates and documents inside of Zoho CRM

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