1028 results found
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Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table
Pricing Table: Predefined tokens (#2 need)
Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.2 votes -
Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col
Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.
2 votes -
Highspot
Highspot integration
1 vote -
5 votes
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1 vote
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Solupay
Connect PandaDoc with Solupay payment gateway
1 vote -
2 votes
Hi there,
Thanks for sharing this idea. At the moment, this is not on our roadmap, mainly because the use case isn't fully clear to us yet.
Currently, line items or products are pulled in and used as inputs for our quoting components — like the pricing table or quote builder. We're not planning any changes here for now.
That said, if you have a specific scenario or workflow in mind, we’d really love to hear it! Feel free to reply here or drop me an email — happy to follow up and see if this is something we should explore further.
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Bind PD documents to be seen on the Microsoft Dynamics 365 forms
Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.
3 votes -
Autotask
integration with Autotask
8 votes -
3 votes
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1 vote
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Ability to format custom product fields from Salesforce
Ability to pass custom product fields from Salesforce as currency.
5 votes -
11 votes
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Pass checkbox fields from Pipedrive into PandaDoc
Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.
4 votes -
Airtable
PandaDoc Integration with Airtable
28 votes -
Zero CRM
Zero CRM Integration
1 vote -
Disable auto-population of contacts associated with a deal in Pipedrive to the recipient on a template by template basis
We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.
4 votes -
2 votes
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4 votes
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1 vote
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