1028 results found

1. Product Description in CRMs

   Pricing table: the option not to pull the product description while it still stays in the CRM.

   2 votes

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2. Lucidchart

   integration with Lucidchart

   Ability to paste a link to chart, same way our video block works

   3 votes

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3. Pass files from SalesForce files to PandaDoc

   Pass files from SalesForce attached files to PandaDoc document as attached files

   12 votes

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4. Remove Salesforce document drafts

   Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

   2 votes

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5. InfusionSoft / Keap

   Integration with InfusionSoft / Keap

   10 votes

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6. 2-way synchronization with Copper

   2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

   6 votes

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7. Copper

   Native integration with Copper

   4 votes

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8. JSON Payload Update for EV2 with Salesforce

   Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

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9. Microsoft Dynamics Discount option

   Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

   4 votes

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10. discount to pass in Zoho(if not quotes)
    2 votes

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11. EV2. MS Dynamics - Ability to update document info for EV2 documents/.
    2 votes

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12. [Pipedrive] The ability to connect the products in pipedrive with pandadoc cataloge products
    6 votes

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13. Pull information across different record types
    2 votes

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14. [Zendesk sell] sync pandadoc and zendesk sell contacts

    sync pandadoc and zendesk sell contacts

    5 votes

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15. Refund option via PandaDoc

    Refund option via PandaDoc.

    9 votes

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16. Pull different products from Salesforce into different sections of a pricing table
    4 votes

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17. Dynamic fields when pulled from Salesforce

    Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.

    7 votes

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18. Loxo CRM

    Integration with Loxo CRM

    1 vote

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19. Braintree

    Ability to use braintree as a payment gateway

    4 votes

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20. [Google Sheets] Pass token data

    Ability to easily pass token data to Google Sheets or email after the document is completed

    3 votes

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