304 results found
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Native Salesforce Package — Support Total/Bottom-Line Discount Sync to Opportunity Line Items
Currently, the native PandaDoc Salesforce package only captures line-item level discounts when syncing quote data back to Salesforce Opportunity Line Items. When reps apply a total or bottom-line discount (e.g. a reseller discount row added at the bottom of a channel quote), that discount is not captured in the sync — resulting in incorrect amounts on the Opportunity Line Item.
There is also no native normalization between discount types, meaning a dollar-value discount can sync as a percentage (e.g. a $700 discount syncing as 700%), causing further data integrity issues downstream.
Real-world impact:
Affects channel quotes where reseller discounts are…
1 vote -
Clio integration
Native integration with Clio.com
2 votes -
Claude MCP integration with EU Server
Have Claude MCP integration with EU Server
1 vote -
Copilot Integration
I want a Copilot integration
1 vote -
Native Support for Salesforce Product Groups in PandaDoc Documents
Summary:
When using PandaDoc's Salesforce integration, customers are unable to carry over native Salesforce product Groups into their PandaDoc documents. Groups exist at the Salesforce UI level but there is currently no mechanism to pass them through to PandaDoc automatically.Desired Behavior:
When a document is generated from a Salesforce Opportunity, PandaDoc should automatically recognize and reflect the product Group structure. organizing line items into their respective groups as sections within the document.1 vote -
Document.Value on pandadoc__PandaDocDocument__c object in Salesforce
The customer would like to see Document.Value as a field on pandadocPandaDocDocumentc object in Salesforce.
5 votes -
The ability to prevent the syncing back of a 0 quantity product to the CRM
The ability to prevent the syncing back of a 0 quantity product to the CRM
2 votes -
Show link to custom Salesforce objects (i.e. CPQ quote) in the new design
At this point, once the document is created, we show links only to the records of the default objects (Opportunity and Quote). Would be great to show links to the records of custom objects as well.
2 votes -
Google drive favorite folder
Hi,
When adding a document for signature through Google Drive, please add a way to favorite or shortcut the folder that I typically work from. It is inconvenient to navigate to the folder each and every time. Thank you!
2 votes -
Save multiple files to Salesforce for bundled documents
If the document is a bundle (contains a few documents), we should save them separately under Salesforce Files (at this point we save one generic document).
2 votes -
Salesforce - Template-level control for field write-back trigger
Currently, the "Update Salesforce fields with PandaDoc field values" trigger is global, and write-back behavior can only be controlled by manually configuring Merge Field mappings on each template individually. There is no centralized way to define which templates should or should not participate in the write-back.
Incase one has multiple templates, they need a template-level toggle or an allowlist/denylist in PandaDoc Setup to manage this at scale, without having to audit every template manually.
2 votes -
Receive notification email when an update for Salesforce is available
Receive emails when an update for Salesforce is available
2 votes -
2 votes
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2 votes
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Create integration to Rillet ERP
Enable us to push completed orders from PandaDoc directly to Rillet for invoicing.
1 vote -
Salesforce: support 2 modes of how to treat unselected products
At the moment, when a product is left unselected in the PandaDoc pricing table or quote builder, it is automatically removed in the Opportunity Products.
A feature request is to introduce the possibility of syncing both selected and unselected products back to the opportunity.
The implementation can look like this: Either removing unselected products or syncing with QTY = 0 back to Salesforce, and to control that from PandaDoc Setting page2 votes -
Match display of the contract term between HubSpot and PandaDoc
The data does not seem to line up correctly e.g. the contract term variable is 36 months in Hubspot, but in Pandadoc it automatically pulls in 3 years. We want to make sure the terminology is consistent across our documents.
2 votes -
Claude.ai PandaDoc connector
Allow managing two or more active workspaces via the Claude.ai PandaDoc connector simultaneously.
2 votes -
Native integrations with property measurement, satellite takeoff, or pavement estimating software similar to tools like Go iLawn or Attentiv
Native integrations with property measurement, satellite takeoff, or pavement estimating software similar to tools like Go iLawn or Attentiv
2 votes -
Support Salesforce Line Item Groups in PandaDoc Integration
Add support for Salesforce's Groups functionality within the PandaDoc Salesforce integration, allowing grouped line items in Salesforce to be imported into PandaDoc while preserving their group structure.
2 votes
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