1115 results found

1. Autotask

   integration with Autotask

   7 votes

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2. The ability pulling Hubspot contact fields along with the deal fields into a PandaDoc template without using role variables
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3. More Copper Variables

   Additional Copper Variables to be put in a PandaDoc template.

   7 votes

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4. Dynamic fields when pulled from Salesforce

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

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5. Pipedrive. Ability to pull deal duration to pricing tables
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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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6. 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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7. Images passed from Salesforce to pricing tables
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8. Rippling

   Requesting an integration with Rippling to PandaDoc

   6 votes

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9. [Integration]: Go High Level CRM

   Add the CRM Go High Level to PandaDoc

   6 votes

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   Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

   
   

10. Dynamics 365 Business Central

    Integration with Dynamics 365 Business Central

    6 votes

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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

11. 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

    
    

12. Option to filter documents by integration linked / not linked status

    Option to filter documents that is not linked to an Integration.

    -will allow the user to filter document that is not linke with Salesforce, HubSpot etc.

    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Webhook Payload should include reason for Declined Document

    Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

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

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. Edit Quickbooks invoice sent to customer
    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. Bundles working with Salesforce

    Should be possibility to start a bundle when creating a document bundle from Salesforce

    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. ADP

    Integration with ADP

    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

18. Pull data from custom HubSpot objects
    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

19. Rule allowing to assign specific contacts from Hubspot to Pandadoc documents

    The ability to assign only specific contacts associated with Hubspot deal
    the rest contacts that do not match the rule will not be added to the document

    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

20. create hubspot ticket (task) once once PandaDoc is submitted

    want to be able to create hubspot ticket (task) once once PandaDoc is submitted (without Zapier, but with the help of the native integration)

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