631 results found

1. Pipeline Deals CRM

   User would like to have an ability to integrate with Pipeline Deals CRM.

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2. description of the pricing table item transferred to Xero invoice

   description of the pricing table item transferred to Xero invoice

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3. Dropbox

   A direct integration with Dropbox which will allow users to access it via Settings > Integration in a workspace.

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4. ATS

   Intergrations with ATS, (Paycor)

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5. Edit Draft In Salesforce Window

   "As we are editing our proposal document within Salesforce, and we then leave it and want to revisit at a later date. If we click on the draft it takes us to Panda Doc directly, where as we simply want to keep editing it through our salesforce view. Can you assist? Below shows an image of our SF view, however clicking the draft takes us to PandaDoc. "

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6. Link Salesforce record expiration settings

   Link Salesforce record expiration setting to PandaDoc document

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7. SFDC visibility across workspaces

   The ability to enable SFDC integration to all workspaces at the same time

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8. Two way sync for Stripe
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9. Pull user email address from Contact object in MS Dynamics

   Pull user email address from Contact object in MS Dynamics

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10. Freshsales custom fields as tokens

    Make custom fields in Freshsales visible as PandaDoc tokens.

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11. Workable

    integration with workable

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

    Integration with Wrike

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16. 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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17. Justworks

    Integration with Justworks.

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18. 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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19. 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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20. Link to CRM Insightly

    Insightly: update document with the details from CRM.

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