632 results found

1. SFDC. If a lead is converted to an opportunity link all documents in this lead to the new opportunity also.
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2. The ability to transfer the description part of the Pipedrive catalog directly
   2 votes

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3. Pass product code automatically from Pipedrive
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4. Product variation Pipedrive EV2
   9 votes

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5. Bulk Send from CRM

   Ability to Bulk Send from CRM

   26 votes

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   Idea  ·  5 comments  ·  Integrations  ·  Delete…  ·  Admin →
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6. Multiple Stripe accounts per workspace
   29 votes

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7. PandaDoc add on for Gsuite
   2 votes

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8. write back document status in a list view in dynamics

   write back document status in a list view in dynamics

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9. Product Description in CRMs

   Pricing table: the option not to pull the product description while it still stays in the CRM.

   2 votes

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10. Lucidchart

    integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    3 votes

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11. Pass files from SalesForce files to PandaDoc

    Pass files from SalesForce attached files to PandaDoc document as attached files

    9 votes

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12. Remove Salesforce document drafts

    Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

    2 votes

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13. InfusionSoft / Keap

    Integration with InfusionSoft / Keap

    8 votes

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14. 2-way synchronization with Copper

    2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    5 votes

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15. Copper

    Native integration with Copper

    4 votes

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16. JSON Payload Update for EV2 with Salesforce

    Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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17. Microsoft Dynamics Discount option

    Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

    4 votes

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18. discount to pass in Zoho(if not quotes)
    2 votes

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19. EV2. MS Dynamics - Ability to update document info for EV2 documents/.
    2 votes

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20. [Pipedrive] The ability to connect the products in pipedrive with pandadoc cataloge products
    6 votes

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