640 results found

1. Link documents to MS Dynamics CRM objects.

   Link creation with MS Dynamics.

   7 votes

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   3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. Connect to an account in Salesforce (not opportunity)

   Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. Link existing document for Monday.com Integ

   link an existing document to an item in Monday through the integration?

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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4. Automatically add Pipedrive custom product fields to pricing table

   Automatically add Pipedrive custom product fields to pricing table

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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5. 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)

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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6. Shopify Product sync

   Would love to see the ability to pull product info from Shopify.

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7. RESCO CRM

   RESCO CRM

   7 votes

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8. Microsoft 365

   Microsoft 365 integration

   7 votes

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9. [Reporting] Salesforce Activity

   Salesforce reporting feature with PandaDoc integration.

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   Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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10. Hiding the banner of the document when embedding through an iFrame

    Hiding the banner of the document when embedding it through an iFrame

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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11. Microsoft Power Bi

    Integration with Microsoft Power Bi

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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12. [Pipedrive] map document status with Deal status

    Trigger Completed Document connected to Pipedrive deal to automatically change to Won status

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13. Ability to link documents created via Zapier to a CRM record
    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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14. MailChimp

    Integration with MailChimp

    7 votes

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15. the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39804400

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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16. Autotask

    integration with Autotask

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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17. More Copper Variables

    Additional Copper Variables to be put in a PandaDoc template.

    7 votes

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18. Dynamic fields when pulled from Salesforce

    Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.

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19. Pipedrive. Ability to pull deal duration to pricing tables
    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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20. Attach PDFs to Accounts in Salesforce When Creating From Opp

    When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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