1029 results found
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Add Native Lookup Relationship Between PandaDoc Document Object and Quote Object in Salesforce
Currently, the PandaDoc Document object in Salesforce has built-in lookup relationships with the following standard objects: Opportunity, Lead, Account, and Contact. When documents are generated from these objects, the relationship is automatically populated, allowing for seamless integration and reporting.
When a document is created from other Salesforce objects, such as Quote, the associated object ID is only stored in the Custom Object ID field, which is a text field. This prevents users from leveraging the Quote relationship in native Salesforce reports or automation tools, as no actual lookup relationship exists.
2 votes -
2 votes
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Support dynamic decimal place formatting per field from Salesforce in Quote Builder/Pricing Table
- Allow PandaDoc to respect or dynamically pull the original decimal precision defined in each Salesforce field.
This would enable mixed formatting in the same document — for example:
A standard currency value displayed with 2 decimal places (e.g., $1,234.56).
A calculated rate or fractional value displayed with up to 5 decimal places (e.g., 0.12345), but only if non-zero.
2 votes -
Sync Product Bundles back to Salesforce
When utilizing the guided selling piece of CPQ, customer puts together bundled packaging (Ex. Platinum package: includes products A, B, and C). When writing back to Salesforce, the bundled package name only appears and not the products included. This does not allow for accurate reporting/forecasting on their end as they need specific products included.
2 votes -
[Integrations] roXtra
roXtra is Quality & document control software for regulated industries (ISO, GxP).
Key integrations include: Automate approval and signing of controlled documents, Centralize signed documents in roXtra, Maintain audit trails, Trigger PandaDoc workflows from roXtra2 votes -
[Integrations] Traction Rec
CRM and Program Management built natively on Salesforce, Traction Rec is a vertical solution tailored to: Community and recreation centers, Health and wellness nonprofits, Membership-based organizations
2 votes -
[Integrations] iCon - HR System
German HR/payroll system used by multinationals for employee data, payroll processing, and HR compliance. Key integrations points include contracts, HR data sync, employee self-service, audit & retention compliance
2 votes -
[Integrations] Avature
Avature is a flexible ATS/CRM and talent acquisition platform, often used for recruitment and onboarding. Key integration points are offer letters & contracts, candidate signature workflow, document archiving and template customization.
2 votes -
[Integrations] SAP Ariba
Ariba is used for procurement, supplier management, and contract lifecycle management (CLM). Key integration points are contract authoring, signature workflow, audit trail sync and vendor onboarding
2 votes -
[Integration] Zuora Subscription Management Platform integration
Zuora is the go-to platform for managing subscription billing and revenue, especially when you need automation, compliance, and flexibility in recurring business models. PandaDoc can complement Zuora for quote generation and e-signature.
2 votes -
2 votes
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[Missing Integration] Native integration with Attio CRM
Attio is a next-generation CRM (Customer Relationship Management) platform designed for modern, fast-moving teams. Unlike traditional CRMs, it’s highly customizable, collaborative, and built to feel more like a spreadsheet meets a relational database, but with powerful CRM logic baked in.
2 votes -
[Integrations][Salesforce][SFDC] 2-way sync for Quote object
The client would like to create a document from Quote object in Salesforce and upon sending or completing the document and changing something in quote line items, write the information back to SFDC.
2 votes -
View a list of all Salesforce fields that are referenced in active templates/workflows in PandaDoc
View a list of all Salesforce fields that are referenced in active templates/workflows in PandaDoc
2 votes -
Tokens cross-module population for Sugar CRM
The feature that would allow users to populate variables through SugarCRM tokens from different/multiple modules in the same document.
2 votes -
Pass Total Tax from Zoho
Pass Total Tax from Zoho
1 vote -
Configure the PandaDoc integration in Zendesk to only show on user pages.
Configure the PandaDoc integration in Zendesk to show only on user pages, not on ticket pages.
• The current integration is designed to be available on both Ticket and User pages in Zendesk Support.3 votes -
Monday.com variable refresh
Ability to REFRESH variables synced to Monday.com. If Monday.com records change, I should be able to REFRESH the variables in PandaDoc to update them. It seems this feature exists for the other major CRM integrations.
1 vote -
Use Recipient groups in MS Dynamics
Use Recipient groups in MS Dynamics
2 votes -
Authorize.net sandbox for testing purposes
https://logintest.authorize.net/?cobrand=anet
I want to connect the authorize.net with the above link
1 vote
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