1054 results found
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freshsales
It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)
8 votes -
send a document to signature via Salesforce automatically
send a document to signature via Salesforce automatically
8 votes -
Freshworks
Client would like direct integration with freshworks
8 votes -
Push ALL HubSpot product line items to pricing table in PandaDoc
Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.
8 votes -
Pass address fields from Freshsales to Pandadoc
When you select the Contact while creating the doc in FreshSales via the Panda Integration, it pulls in what you said....so they just need to added address fields....thanks!
8 votes -
HubSpot Access on Document upon Completion
Have the HubSpot integration access in the document when it has been completed.
8 votes -
multiple choice with Zapier
pull the information that client selected with multiple choice with Zapier
8 votes -
8 votes
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Capsule CRM
Integration with Capsule CRM
8 votes -
8 votes
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Pass files from SalesForce files to PandaDoc
Pass files from SalesForce attached files to PandaDoc document as attached files
8 votes -
InfusionSoft / Keap
Integration with InfusionSoft / Keap
8 votes -
Refund option via PandaDoc
Refund option via PandaDoc.
8 votes -
8 votes
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Integration capabilities with WhatsApp
Integration capabilities with WhatsApp
7 votes -
pass Pipedrive product image to PD pricing table
pass Pipedrive product image to PD pricing table similar to PD catalog
7 votes -
ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign
Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.
7 votes -
Ability to save bundled documents separately within Salesforce
Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.
7 votes -
Have Monday.com sub-item columns on the parent item variable list
Our current implementation does not allow us to list subitem columns on the parent item variable list. Would like to be able to have them available as tokens.
7 votes -
AMEX logo for Authorize net
The integration still doesn’t show the Amex logo
7 votes
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