740 results found
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HubSpot product description to be pulled into PandaDoc in a bulleted list
Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.
11 votes -
Expand / Collapse Pricing Table Descriptions
Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.
11 votes -
11 votes
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GoHighLevel CRM
GoHighLevel CRM
10 votes -
10 votes
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Mobile functionality in Monday.com
Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.
10 votes -
10 votes
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webhook trigger for completed and expired documents
To be able to separate the webhook trigger for completed and expired documents.
10 votes -
Dynamic document owner: Allow Zapier to change document owner
Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.
10 votes -
WorkDay
Integration with workday to allow for documents to be sent out of workday and tracked.
10 votes -
Bitrix24
Integration with Bitrix 24
10 votes -
Pull Pricing Table Tax Flat vs Percentage rate from SalesForce
Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce
10 votes -
Suite CRM
Integration with Suite CRM
10 votes -
Dynamic Content 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.
10 votes -
10 votes
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[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc
Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.
10 votes -
Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM
Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce
10 votes -
10 votes
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Create documents through Pipedirve on the PD mobile app.
PanadaDoc App - PipeDrive App Integration.
10 votes -
Automations: attach PDF to HubSpot Contact and Company object
When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)
9 votes
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