1061 results found
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Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams
Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams
1 vote -
PandaDoc in Salesforce Financial Service cloud
Adding PandaDoc module to Salesforce Financial Services Cloud
1 vote -
Salesforce: assign recipients from look-up field to roles
Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce
2 votes -
Pass files from CRM to Pandadoc
- Option to pass files from CRM to pandadoc
3 votes -
Zoho Pass custom fields from quote to a pricing table
I would like to grab the products and custom fields like VAT and Terms into the documents via Zoho integration when creating a document from a Quote. Some of them can be sent only with the deals, but my use case doesn't work with creating Deals. I tried sending from the deals module but this doesn't work as deals doesn't hold the pricing/product data like the quotes module does.
2 votes -
Option in SFDC to have a specific line item that pulls in "hide"
- Will allow the user to pull specific items in SFDC in hide or either the entire list of line items pull in from salesforce, or none
1 vote -
Salesloft Integration to send PD created briefs as part of a marketing cadence
Integration with Salesloft to send PandaDoc created documents as part of a marketing sequence or cadence
2 votes -
MS Teams: all users' notifications
Option to see all users' notifications from all workspaces within MS Teams
1 vote -
4 votes
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Google Workspace add-on for EU server
Google Workspace add-on for EU server customers
1 vote -
Integrate with RD Station
Integrate with RD Station
5 votes -
HubSpot: keep product list order
Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot
4 votes -
Ability to change default title for documents created via HubSpot
Ability to change default title for documents created via HubSpot
5 votes -
Make.com: create attachments
Option to create document attachments via Make.com
1 vote -
Lexoffice
Integrate with Lexoffice
1 vote -
Ability to pass products from multiple Salesforce objects to a single document.
Ability to pass products from multiple Salesforce objects to a single document.
3 votes -
Power Automate
Power Automate integration
8 votes -
noCRM.io
Native Integration with noCRM.io
1 vote -
Cin7
The ability to integrate with Cin7 via API/ Native integration
2 votes -
Webhook trigger for CRM object link
Add a new event type for PandaDoc Webhook that triggers whenever a CRM Object is linked (or unlinked)
3 votes
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