645 results found
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Populate the product description from Pipedrive from Products -> Variation -> Comment
Populate the product description from Pipedrive from Products -> Variation -> Comment, currently it is passed from Deal -> Products -> Show details -> Comment.
12 votes -
Recipient group in/with Salesforce
Would like the ability to use recipient groups when creating a document via Salesforce
2 votes -
Push PandaDoc Form responses to Salesforce records natively
Currently, PandaDoc Forms can collect data and trigger document creation, but there is no native way to push form submission responses directly into Salesforce to create or update records (including custom objects).
2 votes -
Remove the "unlimited per month" label on the Stripe checkout page
Rename "unlimited" to something like "ongoing" or "subscription" in the Stripe metadata passed to Stripe.
2 votes -
UKG Integration
Integrate with UKG.com
3 votes -
Stripe "Include taxes on the remaining payment of the subscription"
Stripe tax settings are already perfectly configured as the customer already went through all those steps with their support.
The taxation works perfectly, and the proof of that is that taxes are applied correctly on all their other proposals in Pandadoc, except for the subscription ones. On the subscription ones, the taxes are applied successfully on the first payment, which also proves that taxes are applied correctly.
But then, the remaining payment of the subscription do not have any taxes.
2 votes -
Copper: Search for part of an opportunity name when linking a document
PandaDoc does not support searching for parts of the name, but this would be a useful feature. When searching for a deal, the Copper Integration needs you to put the full deal name to locate it.
2 votes -
Pass PandaDoc document status to Salesforce custom fields
A way to write the PandaDoc document status back to a custom Salesforce field.
I understand that we currently have the "Change Opportunity Status" trigger available; however, the customer would like the PandaDoc document status to be automatically synced to their custom Salesforce field/object called "PandaDoc Document Status."1 vote -
Support for Encrypted Fields in Salesforce Integration
- Allow encrypted fields to be available in Configure Tokens for mapping in PandaDoc.
- Support both reading data from and writing data to encrypted fields through the integration.
2 votes -
Prevent documents from automatically linking to opportunities when they are created from Salesforce.
Currently, when documents are created in a Salesforce opportunity, they are automatically linked to the opportunity and shown within the opportunity. We would like to remove this.
2 votes -
Push content from document into Freshsales
Push content from the document into Freshsales
2 votes -
Authorize.net - pass field values to checkout
We would like to be able to pass certain fields from PandaDoc documents into Authorize.net checkout form.
For example we would like to pass "Country" data automatically into checkout.2 votes -
Ability to import products not associated with the Salesforce Opportunity
Currently, the products must be associated with the Salesforce opportunity in order to pull them to the document. It would be nice to be able to pull products that are not associated with the Salesforce Opportunity
2 votes -
Support Polymorhic Relations for Lookup Field in Salesforce
At this point, if lookup field in Salesforce refers to 2 objects at the same time, we are not creating objects under PandaDoc setup to pass variables.
2 votes -
Ability to link a document to a Pipedrive deal via PandaDoc ipad application.
Sales reps need to be able to open a new document via a template in the field and link the document to an existing Pipedrive deal using the iPad app
1 vote -
Ability to map Salesforce opportunity fileds with pricing table footer
Scenario: A customer would like to pull the Tax Rate field from the Details tab of the Opportunity to the Tax row in the Pricing Table footer
2 votes -
Ability to enforce workflows by removing the “Create Document” button in PandaDoc CPQ - HubSpot
Currently, when using PandaDoc CPQ within HubSpot, the workflow feature allows users to create a document automatically as part of a defined workflow. However, there is also a separate “Create Document” button that allows team members to bypass the workflow entirely. Add an option to disable/remove or hide the “Create Document” button, so that all document creation must go through the designated workflow.
2 votes -
2 votes
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re-sync or webhook replay feature
PandaDoc has a Feature where all completed Docs are attached to SF, however, when SF package are not updated. There comes a time when completed docs are not attached to SF.
It would be good to have a supporting feature that would re-sync all completed docs not attached during SF package late update so it would attach all completed documents once the package has been updated instead of manually uploading to SF
2 votes -
Interactive AI avatar proposal for automated Q&A - Lemonslice
We’d love to see a direct integration with LemonSlice (or similar platform) to embed an AI avatar of the salesperson (using a photo) into each PandaDoc proposal. This interactive agent would:
Appear as the person sending the proposal
Answer customer questions in real time using proposal content as context
Help clarify details, reduce back-and-forth emails, and speed up decisions
The avatar would be automatically generated when a proposal is sent, using the document data and salesperson’s photo. Customers could then interact with it inside the proposal viewer - no extra links or tools needed.
This would create a smarter, more…
1 vote
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