1062 results found
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Scorp CRM
Scorp CRM
1 vote -
AroFlo
Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.
1 vote -
WorkOrder Standard Object in Salesforce
Utilize the WorkOrder standard object in salesforce and use with PandaDoc integration
1 vote -
The ability to be connected to multiple PandaDoc workspaces in Hubspot.
Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.
1 vote -
Dynafile
Integration with Dynafile
1 vote -
Nimble CRM, currency field format
Ability to preserver Nimble CRM price field's formatting and currency symbol when passed over to PandaDoc.
1 vote -
Pricing table data merge option for Pipeliner CRM
Data merge option for Pipeliner CRM
- will alloe the user to set up data merge for Pipeliner CRM
1 vote -
Include account / contact info related to opportunity into Salesforce metadata
Extend metadata received from Salesforce when creating a document (for now only object id is pulling through - would be cool to have some related records as well for example if there's account/contact related to opportunity).
1 vote -
Milanote
An integration with the creative app Milanote, allowing for documents to be shared into the Milanote app such that they're dynamic (ie. when you click on the document it takes you through to PandaDoc).
1 vote -
Export ALL figures in Deals as CSV so they can be imported to other apps to update Dept budget figures
This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.
1 vote -
ability to use variables for Pipedrive line item taxes separately and not as a sum.
ability to use variables for Pipedrive line item taxes separately and not as a sum.
1 vote -
PandaDoc Dashboard in CRM
Having PandaDoc Dashboard in Hubspot, for example from Contacts/Companies tab
1 vote -
1 vote
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1 vote
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use variables from other objects in salesforce without needing look up fields
use variables from other objects in salesforce by default without needing look up fields
1 vote -
1 vote
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attach emails to PipeDrive objects
attach PD emails to Pipedrive objects once documents are sent from Pipedrive
1 vote -
Convert Google Form to the PandaDoc Form
A way to convert a Google Form to a Pandadoc Form
1 vote -
Vaultre CRM
To be able to integrate with CRM VAULTRE or have an option via Zapier,
1 vote -
Ability to create a batch of documents on the fly while creating a document through HubSpot.
Ability to create a batch of documents on the fly while creating a document through HubSpot.
1 vote
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