1072 results found
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Pushing SKU from Hubspot to PandaDoc
Pushing SKU from Hubspot to PandaDoc.
30 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
28 votes -
Tokens cross-object population for Salesforce
Tokens cross-object population for Salesforce.
27 votes -
26 votes
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Salesforce, link PandaDocs to a custom Salesforce object
Salesforce link documents to a Custom Object, refresh tokens from the Customer object
26 votes -
26 votes
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Sync products from HubSpot Products and Quotes with PandaDoc catalog
Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog
25 votes -
Stripe + Plaid
Integration for Plaid with Stripe
https://stripe.com/docs/ach25 votes -
Salesforce sync - refresh document data (tokens from contcts, product list, etc)
Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc
25 votes -
Slack Channels - Receive Pandadoc Notifications.
Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.
24 votes -
Replace unfilled variables with blanks when creating docs via Zapier
If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces
24 votes -
The option to add completed documents as attachments in Hubspot (like in SF).
Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).
24 votes -
[Import from CRM][Salesforce] Update pricing table
The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).
22 votes -
Bulk Send from CRM
Ability to Bulk Send from CRM
22 votes -
21 votes
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Acumatica
Integration with Acumatica
21 votes -
SEPA Direct Debit
Ability to set up SEPA direct debit through PandaDoc
21 votes -
CRM Product fields are passed over tokens/variables
Products from Hubspot can be passed not only over pricing tables but also in the documents itself
21 votes -
MS Dynamics two-way sync (2-way sync)
Looking for PD and MS Dynamic to have a 2 way sync
20 votes -
20 votes
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