626 results found

1. Template Matching

   https://support.docusign.com/en/guides/ndse-user-guide-manage-automatic-template-matching

   https://vimeo.com/370244613

   17 votes

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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2. Wise

   possibility to integrate Wise (payment method) to Pandadoc

   16 votes

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   2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. Pull data from Monday.com to PandaDoc pricing table
   15 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

4. Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)

   The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

5. Monday.com subitem column (subitems)
   15 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

6. Select a template automatically salesforce

   Choose the PandaDoc template automatically based on salesforce field value or salesforce product

   15 votes

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7. ClickUp

   Integration with ClickUp

   15 votes

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   Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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8. Card details field for QuickBooks
   15 votes

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9. Link to CRM Zoho

   Link documents to Zoho CRM from PandaDoc side

   15 votes

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   Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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10. Active Campaign: Ability to use tokens

    Pull in info via tokens with Active Campaign integration

    14 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. Mollie / Stripe with iDeal

    Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!

    14 votes

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    7 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. Google Workspace

    Integrate Pandadoc with google Workspace

    14 votes

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    3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Connectwise

    Integration with ConnectWise

    14 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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14. pass information from Zoho custom object
    14 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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15. GoHighLevel CRM

    GoHighLevel CRM

    13 votes

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    Idea  ·  Lindsey Schocke responded

    
    

16. Quickbooks Integration: 2 Way Sync

    Option to have Quickbooks as Intergation.

    Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.

    13 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. Support Quickbooks for non US accounts
    13 votes

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18. Add PandaDoc component to SalesForce community page

    Be able to add PandaDoc component to SalesForce community page

    13 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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19. ChargeBee

    Integration with ChargeBee

    12 votes

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    2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

20. Outlook

    Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.

    12 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded