635 results found
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Link documents to MS Dynamics CRM objects.
Link creation with MS Dynamics.
7 votes -
Connect to an account in Salesforce (not opportunity)
Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity
7 votes -
Link existing document for Monday.com Integ
link an existing document to an item in Monday through the integration?
7 votes -
Automatically add Pipedrive custom product fields to pricing table
Automatically add Pipedrive custom product fields to pricing table
7 votes -
Collect Files Field Sync with Google Drive
Customer would like there to be a way to easily send over uploaded files to Google Drive. (uploaded files from Completed Docs added via Collect Files Field)
7 votes -
Shopify Product sync
Would love to see the ability to pull product info from Shopify.
7 votes -
RESCO CRM
RESCO CRM
7 votes -
Conditional Charging Logic
The ability to do a surcharge for credit cards but not ACH
7 votes -
Microsoft 365
Microsoft 365 integration
7 votes -
[Reporting] Salesforce Activity
Salesforce reporting feature with PandaDoc integration.
7 votes -
Hiding the banner of the document when embedding through an iFrame
Hiding the banner of the document when embedding it through an iFrame
7 votes -
Microsoft Power Bi
Integration with Microsoft Power Bi
7 votes -
[Pipedrive] map document status with Deal status
Trigger Completed Document connected to Pipedrive deal to automatically change to Won status
7 votes -
7 votes
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7 votes
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Autotask
integration with Autotask
7 votes -
More Copper Variables
Additional Copper Variables to be put in a PandaDoc template.
7 votes -
Dynamic fields when pulled from Salesforce
Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.
7 votes -
7 votes
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Attach PDFs to Accounts in Salesforce When Creating From Opp
When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.
7 votes
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