1072 results found
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Two way sync with Pipedrive
Option for Pipedrive 2 way sync
33 votes -
31 votes
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2 votes
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LimeSurvey
Integrate PandaDoc with LimeSurvey
3 votes -
2 votes
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Field tags - 'Autofill with Signing Date'
PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.
It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.
12 votes -
Integration feature with Zapier to change email subject
Option in zapier to change the email subject went document is sent
10 votes -
Power Automate
Power Automate integration
8 votes -
Integration capabilities with WhatsApp
Integration capabilities with WhatsApp
8 votes -
Document link to SalesForce Quote record
Customer would like to link the document to Quote record in SalesForce
5 votes -
Do not auto-create a new contact in HubSpot when a contact is created in PandaDoc
Do not auto-create a new contact in HubSpot when a contact is created in PandaDoc
2 votes -
Dropdown filled in from salesforce
Be able to set up a dropdown so that its filled with information FROM Salesforce, and the updates back IF the customer changes value.
2 votes -
HubSpot - tokens available on deals for linked/sub/ associated deals
HubSpot - tokens available on deals for linked/sub/ associated deals
2 votes -
Stripe - Support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods
PandaDoc to support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods through Stripe.
2 votes -
'When a client signs up for my program I want a contract to be generated when I win the deal in HubSpot?''
Generate a contract in HubSpot when a document is completed/signed/paid
2 votes -
5 votes
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Vue.js Framework integration
Vue.js Framework integration
2 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 -
Map several fields from Salesforce with one field in PandaDoc
Option to map one field in PandaDoc with several fields in Salesforce, for example, pull contact first and last name fields from SF to one text field in PandaDoc document
1 vote -
Show Deal number (unique ID) when linking a document to pipedrive
When creating a document in pandadoc and then linking manual to pipedrive, we can search by the deal name but sometimes we have legitimately duplicated deal names. The deal number is the unique identifier but I can't see that from pandadoc. It would be nice to filter the list based on status in pipedrive (ie - ignore anything that's already closed out) or to see the deal number as well. I sometimes have to go into pipedrive, manually edit the deal name of the deal I want to link to (add a 1 at the end for example), search in…
2 votes
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