610 results found

1. OpenID connect

   Support OpenID connect via Oauth flows.

   1 vote

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2. Copper link to deal ev2
   20 votes

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3. Map document value to a deal value token using a CRM integration
   3 votes

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4. Autotask

   integration with Autotask

   8 votes

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5. The ability to integrate with the order management software to use it as contract repository
   3 votes

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6. Add Document sent trigger event in Zapier
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7. Basecamp

   Native integration with Basecamp https://basecamp.com/

   2 votes

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8. Payment gateway with EasyPayDirect
   1 vote

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9. salesforce link

   Be able to automatically link to opportunities all the previously linked documents

   4 votes

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10. pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce

    pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce

    3 votes

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11. AutoSelect template based on SFDC field

    Use a field in SFDC ( Template ID for example ) to specify which template should be automatically used in SDFC integration.

    This should skip template select phase and go right to recipient role mapping

    4 votes

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12. the ability to designate specific templates available to specific objects within Salesforce.

    the ability to designate specific templates available to specific objects within Salesforce.

    3 votes

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13. Zoho PandaDoc Documents Section

    Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

    8 votes

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14. Link to CRM Zoho

    Link documents to Zoho CRM from PandaDoc side

    15 votes

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15. InfusionSoft / Keap

    Integration with InfusionSoft / Keap

    10 votes

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16. AmoCRM

    Integration with AmoCRM,

    5 votes

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17. Insightly: Pull product data from Insightly to PandaDoc

    The customer is requesting to pull product data from Insightly to PandaDocs as part of the native integration.

    3 votes

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18. Link to CRM Insightly

    Insightly: update document with the details from CRM.

    3 votes

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19. Include products in Link to Opportunity - Pipedrive

    Ability to sync updated products from Pipedrive Opportunity to Pricing table when something changes.

    4 votes

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20. Product variation Pipedrive EV2
    9 votes

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