641 results found
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SFDC visibility across workspaces
The ability to enable SFDC integration to all workspaces at the same time
3 votes -
Freshsales custom fields as tokens
Make custom fields in Freshsales visible as PandaDoc tokens.
3 votes -
Workable
integration with workable
3 votes -
3 votes
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3 votes
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Wrike
Integration with Wrike
3 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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Justworks
Integration with Justworks.
3 votes -
the ability to designate specific templates available to specific objects within Salesforce.
the ability to designate specific templates available to specific objects within Salesforce.
3 votes -
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.
3 votes -
Link to CRM Insightly
Insightly: update document with the details from CRM.
3 votes -
3 votes
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Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col
Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.
3 votes -
Deal owner not included as CC
The option to not include Deal owner as CC recipient if creating document from Pipedrive.
3 votes -
3 votes
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Lucidchart
integration with Lucidchart
Ability to paste a link to chart, same way our video block works
3 votes -
MS Dynamics - Ability to update document info
Need the ability to update an existing draft document with data from a MS Dynamics record.
3 votes -
Stripe "Include taxes on the remaining payment of the subscription"
Stripe tax settings are already perfectly configured as the customer already went through all those steps with their support.
The taxation works perfectly, and the proof of that is that taxes are applied correctly on all their other proposals in Pandadoc, except for the subscription ones. On the subscription ones, the taxes are applied successfully on the first payment, which also proves that taxes are applied correctly.
But then, the remaining payment of the subscription do not have any taxes.
2 votes -
Copper: Search for part of an opportunity name when linking a document
PandaDoc does not support searching for parts of the name, but this would be a useful feature. When searching for a deal, the Copper Integration needs you to put the full deal name to locate it.
2 votes -
Support for Encrypted Fields in Salesforce Integration
- Allow encrypted fields to be available in Configure Tokens for mapping in PandaDoc.
- Support both reading data from and writing data to encrypted fields through the integration.
2 votes -
Prevent documents from automatically linking to opportunities when they are created from Salesforce.
Currently, when documents are created in a Salesforce opportunity, they are automatically linked to the opportunity and shown within the opportunity. We would like to remove this.
2 votes
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