1057 results found
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Request for Member Users' Document Visibility in HubSpot
Customer would like to have the ability for the member users to see other documents in HubSpot that was created through PandaDoc
1 vote -
filter PandaDoc statuses in Salesforce
filter PandaDoc statuses in Salesforce
2 votes -
1 vote
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White-labelling of the T&C block under the signature
Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used
2 votes -
Template Revisions Endpoint
Get revisions of the templates to see how they have been changing historically
3 votes -
Template Thumbnails (embedding)
Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)1 vote -
1 vote
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1 vote
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Pass data to Monday.com
Customer would like to have the ability to pass data from a completed document field signed by their clients to Monday.com
4 votes -
Halo CRM
Halo CRM integration.
1 vote -
Automations for Microsoft Teams: upload a document to a specific channel/folder upon its completion.
1 vote -
Document link to SalesForce Quote record
Customer would like to link the document to Quote record in SalesForce
5 votes -
Account objects in Freshsales
Account objects in Freshsales
1 vote -
Integration with Notion so we can track esignatures status within our Notion CRM databases!
Integration with Notion so we can track esignatures status within our Notion CRM databases!
For businesses that use Notion as their CRM tracker as well, would be amazing to have PandaDocs and Notion integrated so that we can track the status of our contracts in Notion (via PD) without having to leave our Notion database.3 votes -
Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams
Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams
1 vote -
PandaDoc in Salesforce Financial Service cloud
Adding PandaDoc module to Salesforce Financial Services Cloud
1 vote -
Salesforce: assign recipients from look-up field to roles
Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce
2 votes -
Pass files from CRM to Pandadoc
- Option to pass files from CRM to pandadoc
3 votes -
Zoho Pass custom fields from quote to a pricing table
I would like to grab the products and custom fields like VAT and Terms into the documents via Zoho integration when creating a document from a Quote. Some of them can be sent only with the deals, but my use case doesn't work with creating Deals. I tried sending from the deals module but this doesn't work as deals doesn't hold the pricing/product data like the quotes module does.
2 votes -
Option in SFDC to have a specific line item that pulls in "hide"
- Will allow the user to pull specific items in SFDC in hide or either the entire list of line items pull in from salesforce, or none
1 vote
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