1063 results found
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Smartsheet
Integration with Smartsheet
9 votes -
Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.
Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.
41 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover the scenarios.
To update the currency in a PandaDoc document when it doesn't match the currency in HubSpot, follow these steps:
- Within HubSpot on the right, scroll down to the PandaDoc module. Click on Actions > Show PandaDoc tokens. Next, find [Deal.DealCurrencyCode] variable under the Deal tab and make sure the variable includes the currency code.
- Create a document from HubSpot or link the already created document to a HubSpot deal.
- Within the PandaDoc document, go to the Integrations panel by clicking the HubSpot icon on the right.
- Under Document Data, click Import from CRM.
- The currency will be updated in the pricing table or quote builder and reflected in the document value.
We hope…
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pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce
pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce
3 votes -
Stop auto-population of recipients in Salesforce
Ability to disable the auto-populations of recipients in SFDC
9 votes -
Justworks
Integration with Justworks.
3 votes -
the ability to designate specific templates available to specific objects within Salesforce.
the ability to designate specific templates available to specific objects within Salesforce.
3 votes -
Pull Pricing Table Tax Flat vs Percentage rate from SalesForce
Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce
10 votes -
Sync products from HubSpot Products and Quotes with PandaDoc catalog
Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog
26 votes -
TaxJar
TaxJar integration
2 votes -
Insightly: Pull product data from Insightly to PandaDoc
The customer is requesting to pull product data from Insightly to PandaDocs as part of the native integration.
3 votes -
Link to CRM Insightly
Insightly: update document with the details from CRM.
3 votes -
8 votes
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BankID
Integration with BankID
https://www.bankid.com/en/16 votes -
2 votes
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Pass product description from Pipedrive to PandaDoc pricing table
Pass product description from Pipedrive to PandaDoc pricing table instead from comments
32 votes -
Google Forms
Integration with Google Forms
4 votes -
salesforce link
Be able to automatically link to opportunities all the previously linked documents
4 votes -
AutoSelect template based on SFDC field
Use a field in SFDC ( Template ID for example ) to specify which template should be automatically used in SDFC integration.
This should skip template select phase and go right to recipient role mapping
2 votes -
Link a document to Organization, People in Pipedrive
well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons
6 votes -
1 vote
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