1028 results found

1. Suite CRM

   Integration with Suite CRM

   10 votes

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2. Pull user email address from Contact object in MS Dynamics

   Pull user email address from Contact object in MS Dynamics

   3 votes

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3. Freshsales custom fields as tokens

   Make custom fields in Freshsales visible as PandaDoc tokens.

   3 votes

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4. AccuLynx

   integrate with AccuLynx

   1 vote

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5. Fattmerchant

   Fattmerchant Payment integration

   2 votes

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6. Qualtrics

   Native Qualtrics Integration

   2 votes

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7. Adyen

   Adyen integration

   1 vote

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8. Google Forms

   Integration with Google Forms

   8 votes

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9. Salesforce, link PandaDocs to a custom Salesforce object

   Salesforce link documents to a Custom Object, refresh tokens from the Customer object

   33 votes

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   3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   Hi Pandas,

   I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.

   
   

   I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.

   
   

   Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.

   
   

   Please feel free to schedule a time with me here:

   https://calendar.app.google/pHa6Xud82oexdoyv6

   
   

   Looking forward to our conversation!

   Thanks, Alex

10. Recognize float numbers in Pipedrive Numerical fields

    Numerical field in Pipedrive can display float values (e.g 10.5), but PandaDoc does not recognize floats, only integer values.

    The customer would like to be able to use float numbers to pass them to PandaDoc variables

    2 votes

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11. Workable

    integration with workable

    3 votes

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12. Zapier keeps formatting of a pricing table description
    2 votes

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13. Sugar CRM: Pull information from 2 different objects at the same time
    3 votes

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14. Procore

    integration with Procore to create and send documents

    11 votes

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15. Tokens for products in Pipedrive

    Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).

    9 votes

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16. Ability to link documents created via Zapier to a CRM record
    7 votes

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17. The ability to sync both Native Pipedrive integration and Pipedrive Extension
    2 votes

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18. Use Zoho for Australia
    2 votes

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19. Great America Financial

    Allow offer for financing through Great America Financial. Finance calculation based on total quote.

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    1 vote

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20. Quickbooks Canada
    11 votes

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