744 results found
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[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 -
Slack Channels - Receive Pandadoc Notifications.
Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.
23 votes -
ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign
Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.
7 votes -
Make.com
make.com integration
9 votes -
Automations: attach PDF to HubSpot Contact and Company object
When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)
9 votes -
Google Calendar
Ability to integrate with Google Calendar to use automation like sending documents.
5 votes -
Import / Update contacts in PandaDoc using Zapier (across all workspaces)
Import contacts in PandaDoc using Zapier (across all workspaces)
8 votes -
Hibob HR Software
Hibob HR Software integration
5 votes -
[Integration]: Go High Level CRM
Add the CRM Go High Level to PandaDoc
6 votes -
[Quote Builder]: Ability to use with Zapier
quote builder to be available in Zapier
18 votes -
Add Webhooks for Templates
Add Webhooks for Templates, following the existing pattern for Documents.
Events:
Create
Update | following version history
Delete
Usage5 votes -
Ability to save bundled documents separately within Salesforce
Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.
7 votes -
Salesforce Contact role additional Fields mapping
Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code
4 votes -
filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status
filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status
2 votes -
Have Monday.com sub-item columns on the parent item variable list
Our current implementation does not allow us to list subitem columns on the parent item variable list. Would like to be able to have them available as tokens.
7 votes -
limit document creation to be only created from CRM at the template level
limit document creation to be only created from the CRM at the template level
This will assist with adoption and further implementing best practices.4 votes -
Calendly
ability to integrate Calendly
9 votes -
add products from Pipedrive to catalog automatically (sync)
add products from Pipedrive to catalog automatically
3 votes -
Dynamics 365 Business Central
Integration with Dynamics 365 Business Central
6 votes -
GoHighLevel CRM
GoHighLevel CRM
10 votes
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