1114 results found
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3 votes
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PipeDrive: Add PandaDoc contacts to PipeDrive
Ability to pull created in PandaDoc contacts to Pipedrive
9 votes -
Signature connector tool
Ability signature too for applications or forms that are not in panda.
1 vote -
Lever
PandaDoc integration with Lever (HR Recruiting software/CRM)
12 votes -
Salesforce Mobile App Capability
Be able to use the Salesforce integration using mobile apps.
33 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Role Options for Upload File via HubSpot
Shared a workaround with client, but Inga's team sometimes still chooses to upload files via the HubSpot. When they do this, it auto cc's everyone on the deal (sometimes up to 100 people). If rep isn't paying attention, they send to all those people. Would prefer no one is auto cc'd and they have to assign recipients.
2 votes -
Attachments to PD docs in Zapier
Attach a file to the created PandaDoc document via Zapier.
Example: step 1 - some system creates document (invoice) and step 2 - the document is being created in PandaDoc and the first document is being added as an attachment.2 votes -
Suite CRM
Integration with Suite CRM
10 votes -
Pull user email address from Contact object in MS Dynamics
Pull user email address from Contact object in MS Dynamics
3 votes -
Freshsales custom fields as tokens
Make custom fields in Freshsales visible as PandaDoc tokens.
3 votes -
AccuLynx
integrate with AccuLynx
1 vote -
Fattmerchant
Fattmerchant Payment integration
2 votes -
Qualtrics
Native Qualtrics Integration
2 votes -
Adyen
Adyen integration
1 vote -
Recognize float numbers in Pipedrive Numerical fields
Numerical field in Pipedrive can display float values (e.g 10.5), but PandaDoc does not recognize floats, only integer values.
The customer would like to be able to use float numbers to pass them to PandaDoc variables
2 votes -
Workable
integration with workable
3 votes -
2 votes
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3 votes
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Connect to Multiple Hubs in Hubspot per workspace
We are currently integrated with 1 hub, but recently opened a new hub on the same account.. currently the integration seems to only be allowing for 1 connection to 1 hub; hope it allows us to access the other hub within the same workspace at the same time.
3 votes -
Capsule CRM
Integration with Capsule CRM
8 votes
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