1059 results found
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ability to add 3rd discount in one pricing table: 1) in the line items, 2) in the subtotal, and 3) overall total.
I finally had time to try to make this work and I can get two discounts to work but we actually need to be able to have 3:
1) line item discount
2) multi-year discount
3) reseller discountWe need them to also calculate in that order.
2 votes -
Integration: Backdocket
Ability to integrate with Backdocket
2 votes -
Adelante Payment Gateway
Good morning, we find the charges very high with Stripe and PayPal. Would you be open to working with Adelante? We had a call with them and they mentioned it would be straight forward but need a call with your team to discuss.
1 vote -
route document-related emails through a specific shared inbox in Pipedrive
Im setting up Shared Inboxes in Pipedrive, how does this feature sync with the document creation and email reply to settings in pandadocs?
2 votes -
Salesforce: Refresh Data
We’d like to request the ability for all roles to refresh data and variables when using the Salesforce integration. Currently, it appears this action is limited to specific roles — enabling this feature across all roles would streamline document workflows and ensure data consistency.
4 votes -
[Integrations][Salesforce][SFDC] 2-way sync for Quote object
The client would like to create a document from Quote object in Salesforce and upon sending or completing the document and changing something in quote line items, write the information back to SFDC.
3 votes -
Pass image from Salesforce to Pandadoc
Pass image from Salesforce to Pandadoc
4 votes -
Configure the PandaDoc integration in Zendesk to only show on user pages.
Configure the PandaDoc integration in Zendesk to show only on user pages, not on ticket pages.
• The current integration is designed to be available on both Ticket and User pages in Zendesk Support.3 votes -
Two-way sync of PandaDoc Status and Salesforce at the QUOTE stage, not the Opportunity.
Two-way sync of PandaDoc Status and Salesforce at the QUOTE stage, not the Opportunity.
1 vote -
Salesforce Homepage Component
It would be nice if we could add the PandaDoc Documents Salesforce component to a Salesforce homepage. It could bring in documents associated with that Salesforce user, rather than documents for a specific Salesforce object. Ideally the user would be able to somehow filter that list, or we'd be able to set filters on the component itself (i.e., only show documents in a specific status/statuses).
Currently you can add the PandaDoc Documents component to object pages within Salesforce; however, you cannot add this to a homepage.
3 votes -
Add Native Lookup Relationship Between PandaDoc Document Object and Quote Object in Salesforce
Currently, the PandaDoc Document object in Salesforce has built-in lookup relationships with the following standard objects: Opportunity, Lead, Account, and Contact. When documents are generated from these objects, the relationship is automatically populated, allowing for seamless integration and reporting.
When a document is created from other Salesforce objects, such as Quote, the associated object ID is only stored in the Custom Object ID field, which is a text field. This prevents users from leveraging the Quote relationship in native Salesforce reports or automation tools, as no actual lookup relationship exists.
2 votes -
Freshsales integration on EU domain
Freshsales integration on EU domain
1 vote -
2 votes
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Support dynamic decimal place formatting per field from Salesforce in Quote Builder/Pricing Table
- Allow PandaDoc to respect or dynamically pull the original decimal precision defined in each Salesforce field.
This would enable mixed formatting in the same document — for example:
A standard currency value displayed with 2 decimal places (e.g., $1,234.56).
A calculated rate or fractional value displayed with up to 5 decimal places (e.g., 0.12345), but only if non-zero.
2 votes -
Vanta integration
DocuSign has a native integration with Vanta, offering:
Automated compliance tracking: Vanta automatically tracks signed security documents (e.g., Acceptable Use Policies, NDAs, security training acknowledgments).
Real-time syncing: Signed documents in DocuSign are mirrored in Vanta, meaning compliance status updates instantly.
Audit readiness: Vanta uses DocuSign as a source of truth for signatures, simplifying SOC 2, ISO 27001, etc.
❌ PandaDoc does not have a native Vanta integration which hopefully can be available
3 votes -
PandaDoc - Salesforce Experience Cloud integration
Direct integration within Salesforce Experience Cloud
2 votes -
Sync Product Bundles back to Salesforce
When utilizing the guided selling piece of CPQ, customer puts together bundled packaging (Ex. Platinum package: includes products A, B, and C). When writing back to Salesforce, the bundled package name only appears and not the products included. This does not allow for accurate reporting/forecasting on their end as they need specific products included.
2 votes -
[Integrations] roXtra
roXtra is Quality & document control software for regulated industries (ISO, GxP).
Key integrations include: Automate approval and signing of controlled documents, Centralize signed documents in roXtra, Maintain audit trails, Trigger PandaDoc workflows from roXtra2 votes -
[Integrations] Traction Rec
CRM and Program Management built natively on Salesforce, Traction Rec is a vertical solution tailored to: Community and recreation centers, Health and wellness nonprofits, Membership-based organizations
2 votes -
[Integrations] iCon - HR System
German HR/payroll system used by multinationals for employee data, payroll processing, and HR compliance. Key integrations points include contracts, HR data sync, employee self-service, audit & retention compliance
2 votes
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