721 results found
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Cloze CRM
Integrate with Cloze CRM to automatically generate contracts
1 vote -
Automatically reattach the signed docs to leads profiles when switching to a different CRM
PandaDoc to automatically reattach the signed documents to the leads profiles upon switching to a different CRM. (for example: there are documents attached to the Hubspot leads, and those attachments are to be automatically transferred to the respective leads in the new CRM, for instance, Salesforce.)
1 vote -
Prevent deactivated products in Pipedrive from being populated to the PandaDoc document
deactivated products in Pipedrive are not populated to the PandaDoc document
3 votes -
Ability to pass variables to a pricing table on a template when creating a document using Zapier.
Ability to pass variables to a pricing table on a template when creating a document using Zapier.
3 votes -
1 vote
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Gastronovi
Integration with Gastronovi
1 vote -
The ability to access the status of each contract in Hubspot
access the status of each contract in Hubspot
1 vote -
2 votes
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Import / Update contacts in PandaDoc using Zapier (across all workspaces)
Import contacts in PandaDoc using Zapier (across all workspaces)
8 votes -
Zoho Flow
Ability to integrate Zoho flow
2 votes -
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.
1 vote -
Automations: attach PDF to HubSpot Contact and Company object
When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)
9 votes -
attach a document from one deal to another in Pipedrive
attach a document from one deal to another in Pipedrive
1 vote -
MS Dynamics Formula Field
- Will allow the user to Add Formula Field. tp full info or value from MS Dynamics
2 votes -
Discord
Integration with Discord
1 vote -
Make.com
make.com integration
9 votes -
Salesforce (Decision) auto upload on document completions
Salesforce (Decision) auto upload on document completions
1 vote -
Ability to save bundled documents separately within Salesforce
Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.
7 votes -
Gravity Forms
Integration with Gravity Forms
2 votes -
[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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