721 results found

1. Link2CRM Linking documents to objects other than deals
   8 votes

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2. Capsule CRM

   Integration with Capsule CRM

   8 votes

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3. Product variation Pipedrive EV2
   8 votes

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4. Pass files from SalesForce files to PandaDoc

   Pass files from SalesForce attached files to PandaDoc document as attached files

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   Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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5. InfusionSoft / Keap

   Integration with InfusionSoft / Keap

   8 votes

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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6. Refund option via PandaDoc

   Refund option via PandaDoc.

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7. ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign

   Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.

   7 votes

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

   
   

8. Ability to save bundled documents separately within Salesforce

   Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.

   7 votes

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   Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

   
   

9. Have Monday.com sub-item columns on the parent item variable list

   Our current implementation does not allow us to list subitem columns on the parent item variable list. Would like to be able to have them available as tokens.

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   Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

   
   

10. Pull Hubspot rich text fields

    pulling rich text field from Hubspot to PandaDoc

    7 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. AMEX logo for Authorize net

    The integration still doesn’t show the Amex logo

    7 votes

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

    
    

12. Add Tax field to Zapier 'Create Document in PandaDoc' action

    The 'Create Document in PandaDoc' action in Zapier doesn't include the Tax field in the pricing table section.

    This means we can't include tax on our quotes.

    It includes all the other important fields, so it would be great if this one could be added.

    7 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Connect two separate CRM accounts to one PandaDoc workspace.

    Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.

    7 votes

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

    
    

14. ability to pull negative numbers from salesforce
    7 votes

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

    
    

15. Greek / French / German bank transfer through Stripe
    7 votes

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

    
    

16. 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

    7 votes

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

    
    

17. Hubspot - set document value

    When you create a new pandadoc via the Hubspot plug-in, the value of the pandadoc should be taken as a custom value, based on the amount field in Hubspot

    7 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

18. Integration with screen readers (Jaws - a screen reading app)
    7 votes

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

    Automatically add Pipedrive custom product fields to pricing table

    7 votes

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

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

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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