1068 results found

1. Sync products from HubSpot Products and Quotes with PandaDoc catalog

   Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog

   26 votes

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   Idea  ·  6 comments  ·  Integrations  ·  Delete…  ·  Admin →
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2. Multiple Stripe accounts per workspace
   26 votes

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   Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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3. Salesforce, link PandaDocs to a custom Salesforce object

   Salesforce link documents to a Custom Object, refresh tokens from the Customer object

   26 votes

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   Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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4. Pull product data from Freshsales to pricing tables
   26 votes

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   Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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5. Stripe + Plaid

   Integration for Plaid with Stripe
   https://stripe.com/docs/ach

   25 votes

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   Idea  ·  9 comments  ·  Integrations  ·  Delete…  ·  Admin →
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6. Replace unfilled variables with blanks when creating docs via Zapier

   If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

   24 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. The option to add completed documents as attachments in Hubspot (like in SF).

   Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

   24 votes

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   Early access  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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8. Bulk Send from CRM

   Ability to Bulk Send from CRM

   22 votes

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   Idea  ·  4 comments  ·  Integrations  ·  Delete…  ·  Admin →
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9. Ability to integrate PandaDoc with monday.com desktop app
   21 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. Acumatica

    Integration with Acumatica

    21 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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11. SEPA Direct Debit

    Ability to set up SEPA direct debit through PandaDoc

    21 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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12. CRM Product fields are passed over tokens/variables

    Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    21 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Delete…  ·  Admin →
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13. MS Dynamics two-way sync (2-way sync)

    Looking for PD and MS Dynamic to have a 2 way sync

    20 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Delete…  ·  Admin →
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14. Copper link to deal ev2
    20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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15. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    19 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. pass line items formatting from hubspot

    pass line items formatting from hubspot

    19 votes

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    2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. 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

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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18. Airtable

    PandaDoc Integration with Airtable

    19 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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19. Pabbly Connect

    integrate with Pabbly Connect

    17 votes

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    7 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

20. 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

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    2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded