1054 results found
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29 votes
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Switch Workspaces in Salesforce
Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF
27 votes -
Tokens cross-object population for Salesforce
Tokens cross-object population for Salesforce.
27 votes -
26 votes
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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
25 votes -
Stripe + Plaid
Integration for Plaid with Stripe
https://stripe.com/docs/ach25 votes -
Salesforce, link PandaDocs to a custom Salesforce object
Salesforce link documents to a Custom Object, refresh tokens from the Customer object
25 votes -
Salesforce sync - refresh document data (tokens from contcts, product list, etc)
Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc
25 votes -
25 votes
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Replace unfilled variables with blanks when creating docs via Zapier
If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces
24 votes -
The option to add completed documents as attachments in Hubspot (like in SF).
Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).
24 votes -
Slack Channels - Receive Pandadoc Notifications.
Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.
23 votes -
[Import from CRM][Salesforce] Update pricing table
The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).
22 votes -
21 votes
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Integration with Acumatica
Integration with Acumatica
21 votes -
Bulk Send from CRM
Ability to Bulk Send from CRM
21 votes -
SEPA Direct Debit
Ability to set up SEPA direct debit through PandaDoc
21 votes -
CRM Product fields are passed over tokens/variables
Products from Hubspot can be passed not only over pricing tables but also in the documents itself
21 votes -
20 votes
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pass line items formatting from hubspot
pass line items formatting from hubspot
19 votes
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