1072 results found
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Decimal places in Salesforce tokens
Decimal places in Salesforce tokens, have more than 2 numbers after decimal
1 vote -
images uploaded by recipients into a PandaDoc document automatically added to our corresponding Hubspot deal
images uploaded by recipients into a PandaDoc document automatically added to our corresponding Hubspot deal
1 vote -
Salesforce CPQ: Map contacts to template roles
The ability to automatically map Contacts to Template Roles.
1 vote -
Automatically link duplicated documents to the same CRM record
The feature that will automatically link duplicates of documents created via CRM integration to the same CRM record.
1 vote -
Template Revisions Endpoint
Get revisions of the templates to see how they have been changing historically
3 votes -
assign completed pricing ,Proposal Document to another opportunity in Microsoft Dynamics 365 CRM.
assign completed pricing ,Proposal Document to another opportunity in Microsoft Dynamics 365 CRM.
1 vote -
send a PandaDoc document to a contact in HubSpot when it moves to a certain stage in the deal pipeline
send a PandaDoc document to a contact in HubSpot when it moves to a certain stage in the deal pipeline
1 vote -
1 vote
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sync Pipedrive contacts with PandaDoc
sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level
2 votes -
Ability to pull specific content builder blocks from PandaDoc to SalesForce.
Ability to pull specific content builder blocks from PandaDoc to SalesForce.
1 vote -
[Active Campaign] Add the ability to set up PandaDoc as trigger and action at the same time
Add the ability to set up PandaDoc as trigger and action at the same time.
1 vote -
[Active Campaign] Add all the contacts related to the deal to the document created
Add all the contacts that are related to the deal to the document and attach the newly created document under each contact in Active Campaign in PandaDoc Documents section.
1 vote -
QuickBooks® Online: All-in-One Business Solutions
QuickBooks® Online: All-in-One Business Solutions
2 votes -
Integration with Notion so we can track esignatures status within our Notion CRM databases!
Integration with Notion so we can track esignatures status within our Notion CRM databases!
For businesses that use Notion as their CRM tracker as well, would be amazing to have PandaDocs and Notion integrated so that we can track the status of our contracts in Notion (via PD) without having to leave our Notion database.3 votes -
Dynamics 365 Product Bundles
In Dynamics 365 if an included product is marked as a "bundle" (in Dynamics) the sub-items products (description, etc...) are not shown. Only the parent/top-level product name and description are displayed. As a Seller, I want the selected "bundled" product, to show descriptions of the included line-item in the quote.
2 votes -
PaySimple
Have an integration for PaySimple
1 vote -
Ability to to pre-fill the SF Opportunity/Custom object ID to a PandaDoc document URL.
Ability to to pre-fill the SF Opportunity/Custom object ID to a PandaDoc document URL.
1 vote -
emails sent from PandaDoc to be copied into HubSpot
It would be helpful to have the emails sent from PandaDoc for documents copied into HubSpot.
4 votes -
ability to use column mapping when using the link to opportunity in Salesforce
ability to use column mapping when using the link to opportunity in Salesforce
1 vote -
Link to Completed PandaDoc document to Hubspot deal
I use Hubspot. Can I pull in previous PandaDoc documents that have been signed by a contact who exists in Hubspot and associate them with existing contacts?
It would be great to see the signed document alongside the contact / deal
1 vote
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