1057 results found
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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 -
Pass files from CRM to Pandadoc
- Option to pass files from CRM to pandadoc
3 votes -
Salesforce Integration: Pull data using radio buttons
Ability to pull data using radio buttons field
1 vote -
hubspot change object a document was created from
hubspot change object a document was created from
Users are creating in the incorrect object and then starting over in another object.
It would help if a user can detach the document from the company or contact and attach it to the deal1 vote -
Smart Suite
I realize the big money seems to be in integrations with the larger CRM's. I would encourage you to look at Smart Suite which is a no code low code and I think will become gigantic in the near future. There are alot of companies (especially start ups that watch pennies closely) and would not pay for platforms like the Hubspots of the world out of the gate (when Smart Suite will automate to the same scale and degree for almost nothing in comparison). all of these companies will pay the money (or accounting and legal will force them too…
1 vote -
1 vote
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Use role variables in merge fields (e.g. when pulling SalesForce (SFDC) Opportunity Contact Role data)
Let's say there's an SFDC Opportunity with the "Decision Maker" Opportunity Contact Role. In order to pull the data of this contact role when you create a document from an opportunity, you need to have the same "Decision Maker" role in PandaDoc template and use the corresponding variables "[Decision Maker.FirtName]" , etc. The problem is that you can use those variable only in PandaDoc blocks. The feature request is to be able to use same role variables (without square brackets) in fields ("merge field" field setting).
The feature request can also be useful for other integrations and for non-integration cases…
1 vote -
Set minimum billing amount
We have a minimum billing policy in our company. We need the document to default to the set minimum billing amount if the document total based on pricing tables falls below the minimum.
1 vote -
Map line items to a table block
Map line items to a table block via Zapier and/or native integrations.
3 votes -
Override MS Dynamics date variable settings with PandaDoc date settings
Override MS Dynamics date variable settings with PandaDoc date settings
2 votes -
Update a document with values from PipeDrive after the document has been sent
Update a document with values from PipeDrive after the document has been sent
1 vote -
GreytHR
It would be helpful for cross team collaboration to have GreytHR integration
1 vote -
1 vote
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