632 results found

1. Template Matching

   https://support.docusign.com/en/guides/ndse-user-guide-manage-automatic-template-matching

   https://vimeo.com/370244613

   17 votes

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2. Let recipients invoice a sender
   1 vote

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3. Procore

   integration with Procore to create and send documents

   10 votes

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4. Mada Payment (Saudi Arabia)

   Mada Payment (Saudi Arabia)

   1 vote

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5. MailChimp

   Integration with MailChimp

   8 votes

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6. Zoho Invoice

   Zoho invoice integration.

   4 votes

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

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8. 2 way sync for Close

   2 way sync for Close

   3 votes

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9. 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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10. 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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11. 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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12. Highspot

    Highspot integration

    1 vote

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

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14. Marking the documents that are used in an integration
    1 vote

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15. Solupay

    Connect PandaDoc with Solupay payment gateway

    1 vote

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

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17. 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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18. Autotask

    integration with Autotask

    7 votes

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

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

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