1056 results found

1. Sync products from HubSpot Products and Quotes with PandaDoc catalog

   Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog

   26 votes

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2. TaxJar

   TaxJar integration

   2 votes

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3. Insightly: Pull product data from Insightly to PandaDoc

   The customer is requesting to pull product data from Insightly to PandaDocs as part of the native integration.

   3 votes

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4. Link to CRM Insightly

   Insightly: update document with the details from CRM.

   3 votes

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5. Link2CRM Linking documents to objects other than deals
   8 votes

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6. BankID

   Integration with BankID
   https://www.bankid.com/en/

   16 votes

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7. Search bar within list of related documents in Hubspot
   2 votes

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8. Pass product description from Pipedrive to PandaDoc pricing table

   Pass product description from Pipedrive to PandaDoc pricing table instead from comments

   32 votes

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9. Google Forms

   Integration with Google Forms

   4 votes

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10. salesforce link

    Be able to automatically link to opportunities all the previously linked documents

    4 votes

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11. AutoSelect template based on SFDC field

    Use a field in SFDC ( Template ID for example ) to specify which template should be automatically used in SDFC integration.

    This should skip template select phase and go right to recipient role mapping

    2 votes

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12. Link a document to Organization, People in Pipedrive

    well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons

    6 votes

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13. Storing CC infom
    1 vote

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14. Trigger Doucment creation via SFDC workflows

    Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

    1 vote

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15. Capsule CRM

    Integration with Capsule CRM

    8 votes

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16. PipeDrive: Add PandaDoc contacts to PipeDrive

    Ability to pull created in PandaDoc contacts to Pipedrive

    9 votes

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17. Include products in Link to Opportunity - Pipedrive

    Ability to sync updated products from Pipedrive Opportunity to Pricing table when something changes.

    4 votes

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18. Ability to link documents created via Zapier to a CRM record
    7 votes

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19. Autoassigning recipients to roles in CRM integrations
    2 votes

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20. Cross-site tracking

    Allow integrations (Hubspot in particular) work without enabling cross-site tracking.

    2 votes

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