744 results found
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Calendly
ability to integrate Calendly
9 votes -
Active Campaign: Ability to use tokens
Pull in info via tokens with Active Campaign integration
9 votes -
Create one quote using multiple deals in HubSpot
Is it possible to create one quote using multiple deals? What I’m curious about is if a PandaDoc quote allows you to include all of the products from multiple HubSpot deals to appear in the editable pricing table of a single quote? Rather than creating separate quotes for each deal.
9 votes -
separate sandbox vs production webhooks
way to control, limit, or identify when a webhook is being sent for a test document vs a production one
9 votes -
Pull PD analytics back to HubSpot
For the hubspot + panda integration, can we create workflows in hubspot based on actions taken in a panda document. For instance, with the analytics feature (page views, clicks, etc.), do you know if that can be reported back into hubspot to trigger another email? I wasn’t sure if that data was reported into hubspot as well or if that only lives in the Panda platform.
9 votes -
WorkDay
Integration with workday to allow for documents to be sent out of workday and tracked.
9 votes -
Podio CRM
Podio CRM integration
9 votes -
pull the value to variables with Zapier
pull the value to variables with Zapier
9 votes -
contact's variables in variable list in the Opportunity in Salesforce
having contact's variables in variable list in the Opportunity in Salesforce
9 votes -
Smartsheet
Integration with Smartsheet
9 votes -
Stop auto-population of recipients in Salesforce
Ability to disable the auto-populations of recipients in SFDC
9 votes -
PipeDrive: Add PandaDoc contacts to PipeDrive
Ability to pull created in PandaDoc contacts to Pipedrive
9 votes -
Tokens for products in Pipedrive
Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).
9 votes -
Pass Recurring fees from Hubspot to PandaDoc
Recurring fees pull from Hubspot.
9 votes -
Edit PandaDoc in Draft Status From Within HubSpot Deal
Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.
9 votes -
9 votes
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Import / Update contacts in PandaDoc using Zapier (across all workspaces)
Import contacts in PandaDoc using Zapier (across all workspaces)
8 votes -
Auto-populate contact role
Auto-populate the template role with the contact information from monday.com upon document creation
8 votes -
Allow one zap to work with multiple templates
I want to set up a zap based on a trigger which include multiple templates
so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones
8 votes -
webhook trigger for completed and expired documents
To be able to separate the webhook trigger for completed and expired documents.
8 votes
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