1061 results found

1. Bulk Send from CRM

   Ability to Bulk Send from CRM

   30 votes

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   Idea  ·  6 comments  ·  Integrations  ·  Delete…  ·  Admin →
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2. Stop auto-population of recipients in Salesforce

   Ability to disable the auto-populations of recipients in SFDC

   9 votes

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3. Etapestry

   Iintegration with Etapestry

   1 vote

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4. Redirect to the PandaDoc app (full window) when creating a document in Zendesk Sell
   1 vote

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5. BombBomb

   Integrations with QB, Bomb bomb

   1 vote

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6. Pull Pricing Table Tax Flat vs Percentage rate from SalesForce

   Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce

   11 votes

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7. Google docs extension similar to word

   Have the same functionality as PD word extension but within Google docs

   5 votes

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8. description of the pricing table item transferred to Xero invoice

   description of the pricing table item transferred to Xero invoice

   3 votes

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9. Dynamically pull images/field data from LogicGate program

   Dynamically pull images/field data from LogicGate program

   1 vote

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10. Two way sync for Stripe
    5 votes

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11. Microsoft Power Bi

    Integration with Microsoft Power Bi

    8 votes

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12. Remove card details field for users

    Have the option to remove/hide card details field for users to add to docs.

    1 vote

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13. SFDC - Prevent document based on a field or stage

    Hide the "New Document" button on the pandadoc widget based on some field logic or opportunity stage.

    1 vote

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14. Toast POS

    Toast Restaurant POS integration

    1 vote

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15. Edit Draft In Salesforce Window

    "As we are editing our proposal document within Salesforce, and we then leave it and want to revisit at a later date. If we click on the draft it takes us to Panda Doc directly, where as we simply want to keep editing it through our salesforce view. Can you assist? Below shows an image of our SF view, however clicking the draft takes us to PandaDoc. "

    3 votes

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16. Dropbox

    A direct integration with Dropbox which will allow users to access it via Settings > Integration in a workspace.

    3 votes

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17. Theralytics and Gusto

    My company uses Theralytics to manage ABA Therapy Employee Documents & Billing . We use Gusto for Payroll & Employee Documents as well. When I collect new employee forms it would be awesome to move them to the Gusto & Theralytics files instead of downloading them all separately and then uploading them to the two other platforms. Additionally, we are interested in using the credit card collection tools in Pandadoc but concerned about the fact that it won't integrate with Theralytics Invoice tracking.

    2 votes

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18. MeridianLink

    Lost a 100 user customer due to not having a direct integration

    1 vote

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19. ArchiOffice

    Integration with ArchiOffice
    ArchiOffice is a project management software for accountants. https://www.bqe.com/products/archioffice

    1 vote

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20. Sales Screen

    Sales Screen Integrations

    1 vote

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