721 results found
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Quickbase / YSL
I would love to have PandaDoc integrated with Quick-base/YSL where we upload all our docs so they can be uploaded automatically instead of sitting and downloading and uploading many docs each day. it would save tons of time and is much more 2023 style
1 vote -
Salesforce: product description mapping
Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table
1 vote -
Ability to use HubSpot Custom Objects to pull information into PandaDoc.
Ability to use HubSpot Custom Objects to pull information into PandaDoc.
19 votes -
Clickable URLs from Salesforce
Ability to pass clickable URLs from Salesforce fields into PandaDoc fields
3 votes -
[Pipedrive] Show the documents of the workspace the user belongs to only
Show the documents of the workspace the user belongs to only (for now we show documents across the whole organization - even from workspaces the user doesn't blong to).
1 vote -
Pull Hubspot rich text fields
pulling rich text field from Hubspot to PandaDoc
7 votes -
Hubdoc
Integration with Hubdoc
1 vote -
Remove recipients when creating document via Hubspot on iPad
At this point, recipients can't be removed when creating document via Hubspot on iPad. Add the option to remove them for the user.
1 vote -
Webhook event for expired link
Option to have webhook event for the expired link (if the document link expires)
3 votes -
[Microsoft Dynamics] Primary contact information of the account is passed as recipient rather than account information
If the document is created from Quote and Potential customer is set to account, primary contact information of the account should be passed as recipient (rather than account information itself).
1 vote -
Melio
Hi, once API is up we really need melio integration.
1 vote -
iFrame error details
iFrame contents could be something like "You must be logged in to view this contents" instead of the gray screen saying "app refused to connect"
1 vote -
2 votes
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1 vote
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change the color of the download button
change the color of the download button for the documents created via API
1 vote -
Revinate
We need either a mail merge functionality or integration with Revinate so PandaDoc can automatically pull client details into our templates.
1 vote -
Auto-populate contact roles from Dynamics
Auto-populate contact from the dynamics when creating a document (as it works in SF).
1 vote -
Send the document in HubSpot via SMS
Send the document in HubSpot via SMS
1 vote -
1 vote
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CRM Transfer from Hubspot to Zoho
Allow PandaDoc deals from Hubspot to transfer to Zoho
1 vote
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