Allow users to utilize PandaDoc while on MS Dyanmics' Context IQ feature.

• Context iQ allows collaboration with colleagues or customers right from Dynamics 365. Start a chat without switching apps and stay focused on the task at hand.

https://dynamics.microsoft.com/en-us/dynamics-and-teams/

provide content library item id, name and other properties when pulling template details from GET request.
in content placeholders section?

"content_placeholders": [
    {
        "uuid": "",
        "block_id": "Content Placehoder 1",
        "description": ""
    },

{
"uuid": "",
"blockid": "Content Placehoder 1",
"description": ""
},
{
"uuid": "",
"blockid": "Content Placehoder 1",
"description": ""
}
],

To avoid any products potentially not being pulled in from HubSpot in case there is no merge rule created for this product to be pulled into specific section. Option to create a rule: for each variation of “category “in the listed products, then the system creates a table section for each category and places the products from that category into that section? Including a section for products with no category.

Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document

https://pandadoc.zendesk.com/agent/tickets/385842

SCORE CRM

collect payments with Tickets.com/ProVenue

collect payments with payonlineticket.com

Scorp CRM

Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.

Option using zapier to update catalog items

• this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]

Utilize the WorkOrder standard object in salesforce and use with PandaDoc integration

Export documents/proposals from Apple's Pages directly into PandaDoc.