1115 results found
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Pricing Table Integration: Ability to automatically pull products from data merge as optional
Pricing Table Integration: Ability to automatically pull products from data merge as optional
6 votes -
AvaTax (Avalara)
Would be great to have an integration with Avalara to auto-populate the sales tax on pricing tables.
6 votes -
Collect Files Field Sync with Google Drive
Customer would like there to be a way to easily send over uploaded files to Google Drive. (uploaded files from Completed Docs added via Collect Files Field)
6 votes -
Map pricing table items to Quickbooks products
Integrate quickbooks products library map to the pricing table, so when the sale gets recorded, to know which products sold.
6 votes -
Google Slides
integration with Google Slides
6 votes -
Conditional Charging Logic
The ability to do a surcharge for credit cards but not ACH
6 votes -
6 votes
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Pass line item description formatting from SFDC
Pass the complex line item description formatting from Salesforce to PandaDoc
6 votes -
Link a document to Organization, People in Pipedrive
well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons
6 votes -
6 votes
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Map document value to Pipedrive deal value
Ability to map PD document value to Pipedrive deal value
6 votes -
Ability to edit existing documents through HubSpot
Ability to edit existing documents through HubSpot integration instead of just PandaDoc.
6 votes -
Expand Hubspot iFrame Window
Ability to expand the iFrame window that pops up when creating a document within Hubspot
6 votes -
Zapier: Ability to attach PDFs
Ability to attach PDFs via Zapier
6 votes -
5 votes
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Pass data to Monday.com
Customer would like to have the ability to pass data from a completed document field signed by their clients to Monday.com
5 votes -
Document link to SalesForce Quote record
Customer would like to link the document to Quote record in SalesForce
5 votes -
Integrate with RD Station
Integrate with RD Station
5 votes -
HubSpot: keep product list order
Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot
5 votes -
Ability to change default title for documents created via HubSpot
Ability to change default title for documents created via HubSpot
5 votes
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