1065 results found
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Power Automate
Power Automate integration
8 votes -
noCRM.io
Native Integration with noCRM.io
1 vote -
Cin7
The ability to integrate with Cin7 via API/ Native integration
2 votes -
Webhook trigger for CRM object link
Add a new event type for PandaDoc Webhook that triggers whenever a CRM Object is linked (or unlinked)
3 votes -
Webhook trigger for Tags
Add a new event type for PandaDoc Webhook that triggers whenever a Tag is added (or removed)
3 votes -
Trainual
Ability to integrate with Trainual
1 vote -
2 votes
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Import colors from Google
Import colors from Google
2 votes -
PandaDoc module for BambooHR
PandaDoc module for BambooHR
2 votes -
Ability to send Salesforce related files as PandaDoc documents.
Ability to send Salesforce related files as PandaDoc documents.
1 vote -
Fillquick
Integrate with Fillquick
2 votes -
Use a variable instead of the recipient email to match the client in Quickbooks
Ability to use a variable instead of the recipient email to match the client in Quickbooks
1 vote -
Edit templates and documents inside of Zoho CRM
Ability to edit templates and documents inside of Zoho CRM
2 votes -
QuickBooks Inventory
QuickBooks: ability to disable "New inventory in QB is created based on the PandaDoc document name (in case there is no existing product in QuickBooks using the exact document name)''
2 votes -
Keep the date field formatting when passing HubSpot line item that has a billing start date field.
Keep the date field formatting when passing HubSpot line item that has a billing start date field.
(now it's YYYY-MM-DD by default and there's no way to change it).
2 votes -
1 vote
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Ability to pass variables' values back to HubSpot if any of the vairables' values has been manually adjusted after the document creation.
Ability to pass variables' values back to HubSpot if any of the vairables' values has been manually adjusted after the document creation.
1 vote -
Link CRM products to Catalog
Option to link products from CRM to the Catalog in PandaDoc. So you can select CRM products in the pricing table the same way you select products from Catalog.
1 vote -
MS Dynamics: pass HTML formatting to PandaDoc document
If the values passing from Dynamics are in HTML format, pass those values rendered correctly to PandaDoc, for now, the values are passed as plain text.
1 vote -
Integration capabilities with WhatsApp
Integration capabilities with WhatsApp
8 votes
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