626 results found

1. 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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2. More Copper Variables

   Additional Copper Variables to be put in a PandaDoc template.

   7 votes

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3. Dynamic fields when pulled from Salesforce

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

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4. Pipedrive. Ability to pull deal duration to pricing tables
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5. 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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6. 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

   
   

7. Dynamics 365 Business Central

   Integration with Dynamics 365 Business Central

   6 votes

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   Idea  ·  Lindsey Schocke responded

   
   

8. Generate a variable for formula columns in monday.com

   The formula variable is missing from the list of variables available on PandaDoc, to populate from monday.com to PandaDoc, to just populate the final output number of the formula.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

9. Affirm or AfterPay

   Native integration to similar apps for Affirm or AfterPay Payment Gateway

   6 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. checks with Quickbooks

    collect checks with Quickbooks

    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. Notion

    Notion integration

    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. Ability to embed Editor 2.0 to web application
    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Edit Quickbooks invoice sent to customer
    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. ADP

    Integration with ADP

    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. 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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16. 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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17. 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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18. 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.

    6 votes

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19. Google Slides

    integration with Google Slides

    6 votes

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20. Salesforce, link PandaDoc to multiple Salesforce Objects
    6 votes

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