1056 results found
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Document link to SalesForce Quote record
Customer would like to link the document to Quote record in SalesForce
5 votes -
Do not auto-create a new contact in HubSpot when a contact is created in PandaDoc
Do not auto-create a new contact in HubSpot when a contact is created in PandaDoc
2 votes -
Dropdown filled in from salesforce
Be able to set up a dropdown so that its filled with information FROM Salesforce, and the updates back IF the customer changes value.
2 votes -
HubSpot - tokens available on deals for linked/sub/ associated deals
HubSpot - tokens available on deals for linked/sub/ associated deals
2 votes -
Stripe - Support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods
PandaDoc to support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods through Stripe.
2 votes -
'When a client signs up for my program I want a contract to be generated when I win the deal in HubSpot?''
Generate a contract in HubSpot when a document is completed/signed/paid
2 votes -
5 votes
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Vue.js Framework integration
Vue.js Framework integration
2 votes -
Map several fields from Salesforce with one field in PandaDoc
Option to map one field in PandaDoc with several fields in Salesforce, for example, pull contact first and last name fields from SF to one text field in PandaDoc document
1 vote -
Show Deal number (unique ID) when linking a document to pipedrive
When creating a document in pandadoc and then linking manual to pipedrive, we can search by the deal name but sometimes we have legitimately duplicated deal names. The deal number is the unique identifier but I can't see that from pandadoc. It would be nice to filter the list based on status in pipedrive (ie - ignore anything that's already closed out) or to see the deal number as well. I sometimes have to go into pipedrive, manually edit the deal name of the deal I want to link to (add a 1 at the end for example), search in…
2 votes -
Integrate 2 stripe account to 1 PandaDoc account
2 different stripe accounts to 1 panda doc account
3 votes -
Link the recipient signing link to the corresponding Salesforce opportunity
Link the recipient signing link to the corresponding Salesforce opportunity
2 votes -
Integration with Safety Culture
We use iauditor by Safety Culture for our site audit reports. Can Safety Culture be integrated? What would be the cost? As per this link, it can be done https://zapier.com/apps/pandadoc/integrations/safetyculture
2 votes -
2 way sync with HubSpot to allow pulling back customer information from the variables
When a variables was not pulled due to non value or when the value of the variables has been added manually.
2 votes -
Hubspot Automations: collect data from the customer using a Pandadoc and feed the information back to Hubspot Company object
I would like to collect data from the customer using a Pandadoc and feed the information back to Hubspot. This data should ideally be stored in the Company object (and not the Deal object).
2 votes -
2 votes
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Integrate with RD Station
Integrate with RD Station
5 votes -
HubSpot: keep product list order
Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot
4 votes -
Sync Zoho Catalog with PandaDoc Catalog
Sync Zoho Invoice Catalog Items with Pandadoc Catalog Items so that when a catalog item is updated in one software, the other automatically updates (rather than having to update each software separately.)
2 votes -
Ability to change default title for documents created via HubSpot
Ability to change default title for documents created via HubSpot
5 votes
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