609 results found
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Ability to map products into different pricing table sections.
Zoho CRM mapping.
4 votes -
convert DOCX file to editable in Salesforce integration
Be able to upload and convert DOCX file to editable in Salesforce integration
4 votes -
Asana
As an Operations Manager, PandaDoc and Asana both help organize and further business. Integration with Asana would be a mutually beneficial partnership as users can keep their workspace in one platform while also utilizing PandaDoc within that platform. Please consider this as a viable tool!
4 votes -
Paylocity
Be able to integrate with Paylocity. Would like to automatically download a completed PDF and upload it to the employee file in Paylocity.
4 votes -
Google Meet
Integration with Google Meet
4 votes -
JIRA
Jira integration
4 votes -
[Reporting] Salesforce dashboard
I would like the ability to report on how many contracts have been sent vs. signed each month. I know we have access to a dashboard within the PandaDoc platform, however we would also like to have access to a PandaDoc dashboard with our Salesforce integration
4 votes -
connect different channels in MS Teams to different workspaces in Pandadoc
connect different channels in MS Teams to different workspaces in Pandadoc
4 votes -
Template & CRM Roles mapping: Autofill role with contact Email in Zoho
Auto assign contact role when creating a document in zoho
4 votes -
4 votes
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2 way sync for Freshsales
are we able to trigger updates to the deal stage once the pandadoc has been signed?
4 votes -
Retroactively Attach PDF in Salesforce Opportunity
Ability to retroactively apply/attach a PDF version for previously completed documents in Salesforce Opportunity.
4 votes -
connect an agreement to a specific Stripe Product
connect an agreement to a specific Stripe Product
4 votes -
HighLevel
Integration with HighLevel
4 votes -
salesforce: select products you want to appear in pricing table from the opp
SFDC Integration: any way to filter the products on a quote to be included on the contract. i.e. have 6 products on opp but only want to show 5. For example, want SLA to be included on opp as product but don't need that pull into product table. Workaround is using mapping products feature but still too much human error to count on sales reps to delete the product. Other workaround is approval workflow for manager to QC product is removed. Ideally want logic they can set up to take care of this so it's just automated
4 votes -
2-way sync with Insightly
As I mentioned, if all the data is in INsightly beforehand, everything works fine. However, that doesn't work with our workflow, where we prefer to have the client enter certain information.
IT's not for confidentiality purposes...we want to put the burden of entering credit card and bank information on them because, if they make a mistake, it's their mistake, not ours.
That's what we're doing now. Insightly did not have the custom fields we needed for credit card and bank information, so we added them to their Opportunity object. When we create a new Opportunity in Insightly and fill in…4 votes -
Typeform
Customer wants to integrate Typeform with PandaDoc to prefill a document with values.
4 votes -
salesforce link
Be able to automatically link to opportunities all the previously linked documents
4 votes -
AutoSelect template based on SFDC field
Use a field in SFDC ( Template ID for example ) to specify which template should be automatically used in SDFC integration.
This should skip template select phase and go right to recipient role mapping
4 votes -
Include products in Link to Opportunity - Pipedrive
Ability to sync updated products from Pipedrive Opportunity to Pricing table when something changes.
4 votes
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