609 results found

1. 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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2. add products from Pipedrive to catalog automatically (sync)

   add products from Pipedrive to catalog automatically

   https://pandadoc.zendesk.com/agent/tickets/522217

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   Idea  ·  Lindsey Schocke responded

   
   

3. Salesforce Contact role additional Fields mapping

   Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code

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   Idea  ·  Lindsey Schocke responded

   
   

4. Hibob HR Software

   Hibob HR Software integration

   6 votes

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   Idea  ·  Lindsey Schocke responded

   
   

5. Dynamics 365 Business Central

   Integration with Dynamics 365 Business Central

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   Idea  ·  Lindsey Schocke responded

   
   

6. Salesforce: Manually change document status within Salesforce

   Manually change document status in Salesforce Integration to decline contracts as necessary

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. Ability to embed Editor 2.0 to web application
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. Edit Quickbooks invoice sent to customer
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

9. ADP

   Integration with ADP

   6 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. Custom payment integration

    Customer would like to be able to integrate the payment gateway with their proprietary payment processor.

    6 votes

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11. Pricing Table Integration: Ability to automatically pull products from data merge as optional

    Pricing Table Integration: Ability to automatically pull products from data merge as optional

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12. Map pricing table items to Quickbooks products

    Integrate quickbooks products library map to the pricing table, so when the sale gets recorded, to know which products sold.

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13. Using Shared Templates to Create Documents in CRM

    Currently, Editor 2.0 Templates shared across Workspaces cannot be used to create new Documents with integrations. Can only be created in original Workspace. However, it is currently possible with EV1 Templates. Customers would like this ability with EV2 as well.

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14. sync Document.Value with the Amount field in Salesforce

    sync Document.Value with the Amount field in Salesforce

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15. Google Slides

    integration with Google Slides

    6 votes

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16. Pull info from Salesforce into PandaDoc fields
    6 votes

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17. Pass line item description formatting from SFDC

    Pass the complex line item description formatting from Salesforce to PandaDoc

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18. Link a document to Organization, People in Pipedrive

    well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons

    6 votes

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19. Different products from Pipedrive into different pricing tables
    6 votes

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20. 2-way synchronization with Copper

    2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

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