627 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 -
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 -
AMEX logo for Authorize net
The integration still doesn’t show the Amex logo
9 votes -
Hubdoc
Integration with Hubdoc
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 -
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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Revinate
We need either a mail merge functionality or integration with Revinate so PandaDoc can automatically pull client details into our templates.
1 vote -
PayJunction
integration with payjunction payment gateway
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 -
1 vote
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1 vote
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Ability to create a document from a template in Salesforce from a direct link
- will allow a user to click Button URl to create a document.
1 vote -
Active Campaign: Ability to use tokens
Pull in info via tokens with Active Campaign integration
14 votes -
1 vote
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1 vote
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