627 results found

1. Zoho Invoice

   Zoho invoice integration.

   4 votes

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2. Ability to get download links to the documents created via SDK
   1 vote

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3. 2 way sync for Close

   2 way sync for Close

   3 votes

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4. the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

   Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39804400

   7 votes

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5. Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table

   Pricing Table: Predefined tokens (#2 need)
   Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

   2 votes

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6. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col

   Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

   2 votes

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7. Highspot

   Highspot integration

   1 vote

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8. To be able to provide placeholders for checkboxes in Zapier. EV2
   5 votes

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9. Marking the documents that are used in an integration
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10. Solupay

    Connect PandaDoc with Solupay payment gateway

    1 vote

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11. Ability to pull information about products from salesforce to a document as variables/tokens
    1 vote

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12. Bind PD documents to be seen on the Microsoft Dynamics 365 forms

    Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.

    3 votes

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13. Autotask

    integration with Autotask

    8 votes

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14. pull products(related object) of a custom object in Salesforce to the pricing table
    3 votes

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15. Global settings: Install Pipedrive for the whole organization
    1 vote

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16. Ability to format custom product fields from Salesforce

    Ability to pass custom product fields from Salesforce as currency.

    5 votes

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17. Quickbooks Canada
    11 votes

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18. Pass checkbox fields from Pipedrive into PandaDoc

    Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.

    4 votes

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19. Airtable

    PandaDoc Integration with Airtable

    27 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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20. Zero CRM

    Zero CRM Integration

    1 vote

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