609 results found

1. Affirm or AfterPay

   Native integration to similar apps for Affirm or AfterPay Payment Gateway

   8 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. Be able to add "Collect files" field with the help of field tags
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   Idea  ·  Lindsey Schocke responded

   
   

3. RouteOne

   We use RouteOne for our purchase processes - purchasing & financing for our dealerships. Things would be more efficient if PandaDoc integrated with the system.

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   Idea  ·  Lindsey Schocke responded

   
   

4. DealerTrack

   We need PandaDoc to integrate with DealerTrack which we use to connect dealers with lenders.

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   Idea  ·  Lindsey Schocke responded

   
   

5. Cloze CRM

   Integrate with Cloze CRM to automatically generate contracts

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   Idea  ·  Lindsey Schocke responded

   
   

6. Salesforce: Manually change document status within Salesforce

   Manually change document status in Salesforce Integration to decline contracts as necessary

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. PandaDoc to Bullhorn CRM
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   Idea  ·  Lindsey Schocke responded

   
   

8. Gastronovi

   Integration with Gastronovi

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   Idea  ·  Lindsey Schocke responded

   
   

9. Wise

   possibility to integrate Wise (payment method) to Pandadoc

   16 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.

    Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.

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    Idea  ·  Lindsey Schocke responded

    
    

11. attach a document from one deal to another in Pipedrive

    attach a document from one deal to another in Pipedrive

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    Idea  ·  Lindsey Schocke responded

    
    

12. Discord

    Integration with Discord

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    Idea  ·  Lindsey Schocke responded

    
    

13. Revolut payment gateway

    Adding Revolut payment gateway to PandaDoc's integration.

    5 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. [Integration feature] Map items from Quickbooks to Pricing table and Advanced Quotes

    • Will allow the user to pass / sync items from quickbooks to PD pricing table / Advanced quotess
    1 vote

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    Idea  ·  Lindsey Schocke responded

    
    

15. Webhooks for specific templates/documents
    3 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. SharpSpring CRM
    1 vote

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    Idea  ·  Lindsey Schocke responded

    
    

17. Webhook for entire account

    I'm building up our workspace structure whilst integrating Pandadocs with our internal systems. I have a Webhook working at the top Workspace level but have noticed it isn't triggered at the child workspace level.

    I've looked at the integrations for the child workspaces and there are no webhook entries. I've viewed the parent webhook, and there's no option to share this across workspaces.

    Is it possible to have a webhook triggered across our entire account? Or would I need to setup a webhook for every single workspace?

    1 vote

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18. Quickbooks Integration: 2 Way Sync

    Option to have Quickbooks as Intergation.

    Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.

    13 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

19. Stax

    Integration with Stax payment gateway

    7 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

20. Attach completed PDF to Leadconnector CRM via Zapier
    5 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded