968 results found
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noCRM.io
Native Integration with noCRM.io
1 vote -
Cin7
The ability to integrate with Cin7 via API/ Native integration
2 votes -
Webhook trigger for CRM object link
Add a new event type for PandaDoc Webhook that triggers whenever a CRM Object is linked (or unlinked)
3 votes -
Webhook trigger for Tags
Add a new event type for PandaDoc Webhook that triggers whenever a Tag is added (or removed)
4 votes -
Trainual
Ability to integrate with Trainual
1 vote -
2 votes
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Import colors from Google
Import colors from Google
2 votes -
1 vote
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PandaDoc module for BambooHR
PandaDoc module for BambooHR
2 votes -
Ability to send Salesforce related files as PandaDoc documents.
Ability to send Salesforce related files as PandaDoc documents.
1 vote -
Fillquick
Integrate with Fillquick
2 votes -
Use a variable instead of the recipient email to match the client in Quickbooks
Ability to use a variable instead of the recipient email to match the client in Quickbooks
1 vote -
Edit templates and documents inside of Zoho CRM
Ability to edit templates and documents inside of Zoho CRM
2 votes -
QuickBooks Inventory
QuickBooks: ability to disable "New inventory in QB is created based on the PandaDoc document name (in case there is no existing product in QuickBooks using the exact document name)''
2 votes -
1 vote
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Link CRM products to Catalog
Option to link products from CRM to the Catalog in PandaDoc. So you can select CRM products in the pricing table the same way you select products from Catalog.
1 vote -
MS Dynamics: pass HTML formatting to PandaDoc document
If the values passing from Dynamics are in HTML format, pass those values rendered correctly to PandaDoc, for now, the values are passed as plain text.
1 vote -
Integration capabilities with WhatsApp
Integration capabilities with WhatsApp
10 votes -
Button in Salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the rec
Button in salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the recipient.
1 vote -
Download the PDF as separate files via Zapier when the document is bundled
Download the PDF as separate files via Zapier when the document is bundled
2 votes
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