1072 results found
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Automations for Monday CRM.
Automations for Monday CRM.
12 votes -
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 -
12 votes
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Select a template automatically salesforce
Choose the PandaDoc template automatically based on salesforce field value or salesforce product
12 votes -
ClickUp
Integration with ClickUp
12 votes -
Add PandaDoc component to SalesForce community page
Be able to add PandaDoc component to SalesForce community page
12 votes -
Lever
PandaDoc integration with Lever (HR Recruiting software/CRM)
12 votes -
Hubspot mobile app
Ability to use the hubspot mobile app with PandaDoc
12 votes -
12 votes
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Active Campaign: Ability to use tokens
Pull in info via tokens with Active Campaign integration
11 votes -
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.
11 votes -
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?
11 votes -
Pull Salesforce line items in the same order they are in SF
pull the Salesforce lie items in the same order they are in SF
11 votes -
Send Images as Token Data via Zapier
Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.
11 votes -
Salesforce - Include Job Title contact field in the Add new contact
In the assign people to roles screen and choose to Add new contact > click Show more field, the Job title field is not included. Client will have to go to PD contacts tab to add this details for the variable to work.
11 votes -
11 votes
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Extend Zapier functionality
Improve Zapier functionality with new features, like tracking certain info, etc.
11 votes -
11 votes
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HubSpot product description to be pulled into PandaDoc in a bulleted list
Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.
11 votes -
Expand / Collapse Pricing Table Descriptions
Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.
11 votes
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