1064 results found
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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 -
Salesloft Integration to send PD created briefs as part of a marketing cadence
Integration with Salesloft to send PandaDoc created documents as part of a marketing sequence or cadence
2 votes -
MS Teams: all users' notifications
Option to see all users' notifications from all workspaces within MS Teams
1 vote -
4 votes
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Google Workspace add-on for EU server
Google Workspace add-on for EU server customers
1 vote -
Integrate with RD Station
Integrate with RD Station
5 votes -
HubSpot: keep product list order
Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot
5 votes -
Ability to change default title for documents created via HubSpot
Ability to change default title for documents created via HubSpot
5 votes -
Make.com: create attachments
Option to create document attachments via Make.com
1 vote -
Lexoffice
Integrate with Lexoffice
1 vote -
Ability to pass products from multiple Salesforce objects to a single document.
Ability to pass products from multiple Salesforce objects to a single document.
3 votes -
Power Automate
Power Automate integration
8 votes
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