989 results found
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Hide empty rows from a table automatically
A way to hide fields/rows of text in a document (created from a template) that are pulling data from Zendesk via variables if that particular field is empty.
1 vote -
2 votes
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Sync Pipedrive contacts with PandaDoc
sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level
3 votes -
Automations: send a document when a new lead in generated in Pipedrive
Option to send a PandaDoc document when a new lead in generated in Pipedrive
1 vote -
PandaDoc <> Insightly: pre-assign the recipient
I want to have the signers be automatically populated in theory respective roles on creation of the doc when I click the button and select the template without having to manually add each signer. I want this to populate based on a role or other field on the contact in Insightly. I want the sender/second signer to automatically populate from the owner of the opportunity.'
2 votes -
Access PandaDoc through Teams within Dynamics app
Have the ability to access PandaDoc by going through the Dynamics 365 app within MS Teams.
1 vote -
SherpaDesk
SherpaDesk integration
1 vote -
ACT CRM
Ability for PandaDoc to integrate with ACT CRM
1 vote -
Glide Apps
Glide Apps Integration
1 vote -
Connect catalog in Quickbooks Online to PandaDoc
Option to automatically update the Catalog in PandaDoc if product price, description, etc is changed in QB Online
1 vote -
Markate CRM
Integrate with Markate (CRM) or create a native PandaDoc automation.
2 votes -
Payoneer Integration
I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.
Here are some key benefits of integrating Payoneer with Pandadoc:
Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.
Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are…
8 votes -
Override MS Dynamics date variable settings with PandaDoc date settings
Override MS Dynamics date variable settings with PandaDoc date settings
2 votes -
Pipedrive: map additional discount to the total discount in pricing table
Option to show additional discount from Pipedrive in the total of the pricing table in PandaDoc
1 vote -
Two way sync with Pipedrive
Option for Pipedrive 2 way sync
45 votesHi 👋,
I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.
I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.
We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.
Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6
Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.
Thanks so much, Alex
Product Manager – Integration Ecosystem
PandaDoc
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not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday
not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday
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
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