1058 results found
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[Integrations] SAP Ariba
Ariba is used for procurement, supplier management, and contract lifecycle management (CLM). Key integration points are contract authoring, signature workflow, audit trail sync and vendor onboarding
2 votes -
[Integration] Zuora Subscription Management Platform integration
Zuora is the go-to platform for managing subscription billing and revenue, especially when you need automation, compliance, and flexibility in recurring business models. PandaDoc can complement Zuora for quote generation and e-signature.
2 votes -
Allow displaying non-draft documents in Embedded Editor
Our clients need to be able to display the non-draft documents (in Sent, Completed, etc. statuses) in Embedded Editor. In their own words:
This does not match the functionality in the editor of your own app. If I send a document to be signed in the Pandadoc app, I am able to view it in the editor. Our business case is that we want the same functionality when the editor is embedded in our application rather than forcing the document back to draft status after it has been sent and messing up the entire signature workflow. It's a pretty standard…
4 votes -
2 votes
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[Missing Integration] Native integration with Attio CRM
Attio is a next-generation CRM (Customer Relationship Management) platform designed for modern, fast-moving teams. Unlike traditional CRMs, it’s highly customizable, collaborative, and built to feel more like a spreadsheet meets a relational database, but with powerful CRM logic baked in.
2 votes -
Video Conference Integration with AI
The ability to generate documents based on meeting transcripts with clients supporting popular platforms like Zoom, MS Teams, GMeet, etc.
1 vote -
Monday.com: automatically sync Monday.com phone numbers data to PandaDoc contacts
Monday.com: automatically sync Monday.com phone numbers data to PandaDoc contacts so numbers are autopopulated when going to send document via SMS/Text
1 vote -
Microsoft Dynamics 365 data-import integration: make Custom Entities viewable in template
Make Custom Entities viewable in the template when using Microsoft Dynamics 365 data-import integration
1 vote -
View a list of all Salesforce fields that are referenced in active templates/workflows in PandaDoc
View a list of all Salesforce fields that are referenced in active templates/workflows in PandaDoc
2 votes -
Tokens cross-module population for Sugar CRM
The feature that would allow users to populate variables through SugarCRM tokens from different/multiple modules in the same document.
2 votes -
[Intergration] Native way in PandaDoc to change values coming in from Integrations
Some values from integration are not front-facing friendly, like values of True/False. Please make a way to make a native feature in PandaDoc that lets you convert such values into something that the creator can manipulate. Like changing the True/False into Yes/No in the document.
1 vote -
disable attachments to Zoho CRM while keeping email attachments
disable saving PandaDoc document attachments to Zoho CRM while still keeping email attachments enabled.
1 vote -
Use Recipient groups in MS Dynamics
Use Recipient groups in MS Dynamics
2 votes -
Salesforce Child Object Repeater Fields (Non-Product)
I have the need to use tabular data that is non-product related into my Pandadoc templates.
What I mean by this is for a quote / proposal or other primary object, I have custom lookup objects in Salesforce that needs to be mapped in a repeatable way into a standard table in Pandadoc.
I don't want to use a pricing table or quote builder table, just a standard table with rows that repeat for each related lookup object associated with my primary object, say a quote or an opportunity in Salesforce.
Even better would be an upsert functionality with form…
1 vote -
Ability to disconnect Stripe from one workspace without it disconnecting from all of the workspaces
The ability to disconnect Stripe from one workspace without it disconnecting from all of the workspaces. Currently, if you disconnect it from one workspace, it is disconnected from all workspaces
2 votes -
Payment Integration: Bunq as a payment gateway.
Requesting an integration with Bunq as a payment gateway.
1 vote -
Payment Gateway: Integrate with Bilky as payment solution
Requesting an integration with Bilky as a payment gateway.
1 vote -
Support SCIM Provisioning for the PandaDoc App in Microsoft Azure AD
Description:
A customer has reported that the current PandaDoc App listed in Microsoft Azure does not support SCIM (System for Cross-domain Identity Management). This limitation prevents automated user provisioning and de-provisioning via Azure Active Directory.The customer initially considered setting up SCIM but discovered that the app does not support it, stating:
"The PandaDoc App registered in Microsoft does not support SCIM. The developers of the app would need to implement that."
Impact:
Lack of SCIM support creates friction for IT admins managing user lifecycle at scale. Manual user management increases operational overhead and introduces security risks when users are…3 votes -
EU Server integration with Zapier
Offer the option to use Zapier with the EU server
9 votes -
2 votes
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