1115 results found

1. Conditional logic for Hubspot

   Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is

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2. library of already added designs from Canva in PandaDoc

   library of already added designs from Canva in PandaDoc

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3. Zoho: to pull information from subforms

   Zoho: to pull information from subforms

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4. SugarCRM version 10.3

   SugarCRM updated to version 10.3 and no longer integrates with PandaDoc

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The PandaDoc extension supports SugarCRM version 12.0, and will continue to work with older versions from 8.*.*. onwards.

   Please see more here: Sugar CRM.

5. pull the value to variables with Zapier

   pull the value to variables with Zapier

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6. HighLevel

   Integration with HighLevel

   4 votes

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7. HubSpot : Mapping of Custom date field in pricing table
   2 votes

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8. Upload files field sync with HubSpot
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9. Great America Financial

   Allow offer for financing through Great America Financial. Finance calculation based on total quote.

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10. description of the pricing table item transferred to Xero invoice

    description of the pricing table item transferred to Xero invoice

    3 votes

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11. sync Document.Value with the Amount field in Salesforce

    sync Document.Value with the Amount field in Salesforce

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12. Change checkbox fields values to numerical instead of true/false in a zap

    option to change checkboxes from True/False to numerical values instead, ie. 1 and 0 when exporting data from PandaDoc docs via Zapier

    2 votes

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13. Dropbox

    A direct integration with Dropbox which will allow users to access it via Settings > Integration in a workspace.

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14. Attach PDF copy to SF when the document was updated
    1 vote

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15. LACRM

    Integration with LACRM

    2 votes

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16. Google Slides

    integration with Google Slides

    6 votes

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17. Push ALL HubSpot product line items to pricing table in PandaDoc

    Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.

    8 votes

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18. Delete Document within CRM iframe

    The customer would like to be able to delete a document within the Hubspot deal and then have that document deleted in PandaDoc as well. This would save them time

    2 votes

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19. Dacast.com

    Video integration with Dacast.com

    1 vote

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20. 2 way sync Word to PandaDoc
    2 votes

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