1115 results found
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Integration with AI
Customer would like to PandaDoc to be integrated with AI
2 votes -
Salesforce Contact role additional Fields mapping
Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code
5 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 -
Ability to create a report on the number of agreements signed in relation to HubSpot variables
Ability to create a report on the number of agreements signed in relation to HubSpot variables, such as organization size
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 -
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 -
Button in Salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the rec
Button in salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the recipient.
1 vote -
custom date charge with Stripe instead of when a doc is completed
custom date charge with Stripe instead of when a doc is completed
1 vote -
1 vote
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1 vote
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doc status change date instead of modified date to be reflected in SF PandaDoc lightning component
Pass document status change date (draft-viewed-voided-completed etc) to SF PandaDoc lightning component instead of modified_date
2 votes -
Automations for Monday CRM.
Automations for Monday CRM.
12 votes -
1 vote
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Pebblerei CRM
Ability to integrate Pebblerei CRM
1 vote -
Google sheets integration: update document status
Option to update Google Sheets with the document status to see which recipients completed the document
1 vote -
The option to use the quote number from Dynamics 365 as the sequencing number when sending a document.
The option to use the quote number from Dynamics 365 as the sequencing number when sending a document.
2 votes -
Zapier: Ability to extract recipient's attachments
Ability to extract recipient's attachments via Zapier.
1 vote
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