1076 results found

1. Two way sync with Pipedrive

   Option for Pipedrive 2 way sync

   33 votes

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2. Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.

   Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.

   3 votes

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3. Link/unlink documents to/from Contacts and Company objects in Hubspot
   31 votes

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4. 'Document Deleted' trigger for Zapier
   2 votes

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5. LimeSurvey

   Integrate PandaDoc with LimeSurvey

   3 votes

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6. Integration with Bill.com
   2 votes

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7. 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

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8. Integration feature with Zapier to change email subject

   Option in zapier to change the email subject went document is sent

   10 votes

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9. Power Automate

   Power Automate integration

   8 votes

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10. Formstack integration

    Formstack integration

    2 votes

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11. UNIX data format from HubSpot

    UNIX data format from HubSpot

    2 votes

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12. CardX integration

    CardX integration

    2 votes

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13. Stax Payments integration

    Stax Payments integration

    2 votes

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14. Integration with Figma
    2 votes

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15. Map hubspot products outside of pricing table

    The ability to place/map products on a document rather than only being able to map them to the pricing table.

    2 votes

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16. Integration capabilities with WhatsApp

    Integration capabilities with WhatsApp

    8 votes

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17. New Connector App - envisionLXPJ - Promote your Integration Partners - Help Launch their products

    We need help from PandaDoc.

    We would love PandaDoc to profile us and create awareness of our new Connector App, like you recently did in your article named What’s New in PandaDoc: New CRM syncs, Smart Forms, and more

    Envision Digital Pty Ltd is a long-term Certified Partner of PandaDoc. We are based in Perth, Western Australia. We have built and commissioned a self-funded a global Multi-Connector App called envisionLXPJ. PandaDoc is used in all 3 multi-integrations.

    envisionLXPJ Landing Page: https://www.envisiondigital.com.au/envisionlxpj/

    Our Multi-Connector App integrates the following:

    1. Integration 1 - Lead Gen & CRM (Formerly SharpSpring) with PandaDoc. This automated sales proposals from within the sales pipeline which saves considerable time. More time for salespeople to sell!

    2. Integration 2 - PandaDoc with Xero. This enables PandaDoc users to be able to send draft invoices to Xero by total amount, percentage or by milestone. This as never been done before!

    3. Integration 3 - PandaDoc to Jira - This enables PandaDoc users to create new projects in Jira using information already contained in PandaDoc.

    We need help from PandaDoc.

    We would love PandaDoc to profile us and create awareness of our new Connector App, like you recently did in your article named What’s New in PandaDoc: New CRM syncs, Smart Forms, and more

    Envision Digital Pty Ltd is a long-term Certified Partner of PandaDoc. We are based in Perth, Western Australia. We have built and commissioned a self-funded a global Multi-Connector App called envisionLXPJ. PandaDoc is used in all 3 multi-integrations.

    envisionLXPJ Landing Page: https://www.envisiondigital.com.au/envisionlxpj/

    Our Multi-Connector App integrates the following:

    1. Integration 1 - Lead Gen & CRM (Formerly SharpSpring) with PandaDoc. This automated… more

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    1 vote

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18. Document link to SalesForce Quote record

    Customer would like to link the document to Quote record in SalesForce

    5 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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19. 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

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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20. 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

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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