980 results found
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Update Salesforce opportunity when the first recipient signs the document
Update Salesforce opportunity when the first recipient signs the document
2 votes -
Payment Integration with The Merchant Source
Payment Integration with The Merchant Source
2 votes -
Ability to set up the document currency based on the deal currency in a CRM
Ability to set up the document currency based on the Zoho CRM field.
2 votes -
Company Cam Integration
The option to integrate PandaDoc with the app called Company Cam.
2 votes -
Document link to SalesForce Quote record
Customer would like to link the document to Quote record in SalesForce
7 votes -
'Document Deleted' trigger for Zapier
I'm using Zapier to add all new agreements created to an Airtable (so agreements can be linked to projects, clients etc), and I'm having to spend time manually deleting any agreements in Airtable that have been deleted in PandaDoc. I'm able to update Airtable records when an agreement's status changes (such as viewed --> completed), but not when it is deleted.
2 votes -
PandaDoc notary in Brazil
Notary in Brazil
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Integration capabilities with WhatsApp
Integration capabilities with WhatsApp
10 votes -
Power Automate
Power Automate integration
9 votes -
LimeSurvey
Integrate PandaDoc with LimeSurvey
3 votes -
3 votes
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Field tags - 'Autofill with Signing Date'
PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.
It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.
12 votes -
Integration feature with Zapier to change email subject
Option in zapier to change the email subject went document is sent
10 votes -
Box.com integration
Integrate with Box.com
2 votes -
4 votes
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Integration with Egnyte
Integration with Egnyte
1 vote -
Integration into Click Up
Would love to be able to integrate directly into Click Up to create tasks from accepted documents AND attach the document to the task. Would make our workflow much easier, and reduce some manual processes.
1 vote -
WORDLINE/INGENICO payment support
Do you plan to add WORDLINE/INGENICO payment support ? It's a European leader.
1 vote -
Salesforce: integrate with Asset object
Add Assets to the objects supported by the SFDC integration.
2 votes -
ConvertCalculator integration
ConvertCalculator integration
2 votes
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