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pass line items formatting from hubspot
pass line items formatting from hubspot
10 votes -
Pass product description from Pipedrive to PandaDoc pricing table
Pass product description from Pipedrive to PandaDoc pricing table instead from comments
10 votes -
PandaDoc integration with Lever
PandaDoc integration with Lever (HR Recruiting software/CRM)
10 votes -
[Payments] Australia Stripe BECS
if Australia Stripe BECS is supported for bank transfer payments for Stripe integration for Pandadoc
10 votes -
ACH Authorize.net payment via PandaDoc in Ev2
Add the ability to process payments via ACH Authorize.net payment gateway service.
10 votes -
10 votes
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Bundles API
API support for document bundles
9 votes -
Direct integration with Greenhouse
Customers would like to have ability to integrate with their HR tools like Greenhouse
9 votes -
Customize information passed to QuickBooks
Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.
9 votes -
9 votes
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MS Dynamics two-way sync (2-way sync)
Looking for PD and MS Dynamic to have a 2 way sync
9 votes -
Save ACH payment details for future payments
Save recipient's ACH payment details for future payments
9 votes -
Dynamic Integration with Salesforce
The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.
9 votes -
Expiration Date via API
The option to set and change expiration date via API.
9 votes -
Salesforce sync - refresh document data (tokens from contcts, product list, etc)
Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc
9 votes -
Ability to set custom payment amount to PandaDoc Documents
Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.
We can set custom payment to document from PandaDoc site but not through public API.
8 votes -
Integration with Mollie / Stripe integration with iDeal
Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!
8 votes -
Pull Salesforce line items in the same order they are in SF
pull the Salesforce lie items in the same order they are in SF
8 votes -
Freshworks integration
Client would like direct integration with freshworks
8 votes -
an option to use a custom field with data merge in Hubspot
an option to use a custom field with data merge in Hubspot
8 votes
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