1070 results found
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Ability to use HubSpot Custom Objects to pull information into PandaDoc.
Ability to use HubSpot Custom Objects to pull information into PandaDoc.
19 votes -
pass line items formatting from hubspot
pass line items formatting from hubspot
19 votes -
An option to use a custom fields with data merge in Hubspot
an option to use a custom field with data merge in Hubspot
19 votes -
Airtable
PandaDoc Integration with Airtable
18 votes -
Pabbly Connect
integrate with Pabbly Connect
17 votes -
Link document multiple objects in CRM (Hubspot, Pipedrive, etc)
Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.
17 votes -
PipeDrive connection
The option to set up 1 PandaDoc user to several Pipedrive accounts.
17 votes -
17 votes
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16 votes
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BankID
Integration with BankID
https://www.bankid.com/en/16 votes -
Pricing table currency based on Salesforce opportunity
Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce
16 votes -
Allow to use templates from different workspace in HubSpot without switching workspaces
It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).
15 votes -
When adding a presentation from canva should be able to change the page orientation to landscape in canva
When adding a presentation from canva should be able to change the page orientation to landscape in canva
15 votes -
salesforce document title
Ability to set the document title of a newly created document from info in Salesforce
14 votes -
Google Workspace
Integrate Pandadoc with google Workspace
14 votes -
Connectwise
Integration with ConnectWise
14 votes -
Mass export variables
Ability to mass export variables list from the document or the template.
14 votes -
13 votes
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Allow to link documents to records within ZendeskSell similar to Pipedrive and Salesforce
Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce
13 votes -
Field tags - 'Autofill with Signing Date'
PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.
It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.
12 votes
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