609 results found

1. Pull user email address from Contact object in MS Dynamics

   Pull user email address from Contact object in MS Dynamics

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2. Freshsales custom fields as tokens

   Make custom fields in Freshsales visible as PandaDoc tokens.

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3. Workable

   integration with workable

   3 votes

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4. Sugar CRM: Pull information from 2 different objects at the same time
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5. Map document value to a deal value token using a CRM integration
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6. The ability to integrate with the order management software to use it as contract repository
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7. Wrike

   Integration with Wrike

   3 votes

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8. pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce

   pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce

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9. Justworks

   Integration with Justworks.

   3 votes

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10. the ability to designate specific templates available to specific objects within Salesforce.

    the ability to designate specific templates available to specific objects within Salesforce.

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11. Insightly: Pull product data from Insightly to PandaDoc

    The customer is requesting to pull product data from Insightly to PandaDocs as part of the native integration.

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12. Link to CRM Insightly

    Insightly: update document with the details from CRM.

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13. Payment gateway for Converge Pay processed by Elavon

    Payment gateway for Converge Pay processed by Elavon.

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14. Autoassigning recipients to roles in CRM integrations
    3 votes

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15. 2 way sync for Close

    2 way sync for Close

    3 votes

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16. Bind PD documents to be seen on the Microsoft Dynamics 365 forms

    Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.

    3 votes

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17. pull products(related object) of a custom object in Salesforce to the pricing table
    3 votes

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18. Deal owner not included as CC

    The option to not include Deal owner as CC recipient if creating document from Pipedrive.

    3 votes

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19. Lucidchart

    integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    3 votes

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20. [Google Sheets] Pass token data

    Ability to easily pass token data to Google Sheets or email after the document is completed

    3 votes

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