1015 results found
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Ability to pass products from multiple Salesforce objects to a single document.
Ability to pass products from multiple Salesforce objects to a single document.
5 votes -
Clio
A very popular software that the legal industry uses is Clio. It's essentially their version of a CRM. We unfortunately do not have a native integration with Clio. The only way to connect us with them is through a third party such as Zapier which adds complexity to a workflow. Lawyers are one of the few professions that are willing to spend the extra money to make their lives easier. While speaking with a law office today, they loved our product and all that it could do, but since we lack the native integration with Clio, there's a good chance…
5 votes -
Have a Zapier trigger where it can collect files from a PandaDoc upload files field.
Have a Zapier trigger where it can collect data from a pandadoc upload files field. For example, into a Google Drive.
5 votes -
add products from Pipedrive to catalog automatically (sync)
add products from Pipedrive to catalog automatically
5 votes -
Google Calendar
Ability to integrate with Google Calendar to use automation like sending documents.
5 votes -
PayPro/Przelewy24
If you're looking seriously at the Polish market it would be a great idea to integrate with PayPro/Przelewy24 as a payment gateway.
It's an online payment system everybody here uses and loves. Especially the BLIK functionality. Very convenient.
The integration should be simple enough.
5 votes -
Populate product quantity and/or product price from a Google Sheet
The ability to calculate quantities needed on a Google Sheet and then integrate that with PD
5 votes -
Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients
Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients
5 votes -
Revolut payment gateway
Adding Revolut payment gateway to PandaDoc's integration.
5 votes -
Salesforce: Manually change document status within Salesforce
Manually change document status in Salesforce Integration to decline contracts as necessary
5 votes -
5 votes
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Manage integrations via Integrately
To have the option to directly manage integrations via Integrately.
5 votes -
Ability to use different PayPal accounts within one PandaDoc workspace.
Ability to use different PayPal accounts for different templates within one PandaDoc account.
5 votes -
5 votes
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Wordpress
is there a Wordpress integration for PandaDoc without third party plugins?
5 votes -
5 votes
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Ability to select multiple pricing tables in zapier.
Ability to select multiple pricing tables in zapier.
5 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well.
While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months.
Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Sequence number visible in Pipedrive integration document list
We would like to have visibility on the sequence number of the documents in the document list. At the moment you can only see the document name which is not enough information for us and requires us searching Pandadoc to find out the number.
5 votes -
CompanyCam
We would love to be able to pull images right out of CompanyCam and add into our proposal!
5 votes -
A feature to access Child Object attributes from Parent Object. SalesForce
Please add a feature to access child Object attributes of any Parent Object in SalesForce, i.e in Opportunity there should be a feature to define Tokens for Opportunity Line Items as Line Items are in Child relationship to Opportunity.
5 votes
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