641 results found
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Push content from document into Freshsales
Push content from the document into Freshsales
2 votes -
Authorize.net - pass field values to checkout
We would like to be able to pass certain fields from PandaDoc documents into Authorize.net checkout form.
For example we would like to pass "Country" data automatically into checkout.2 votes -
Ability to import products not associated with the Salesforce Opportunity
Currently, the products must be associated with the Salesforce opportunity in order to pull them to the document. It would be nice to be able to pull products that are not associated with the Salesforce Opportunity
2 votes -
Support Polymorhic Relations for Lookup Field in Salesforce
At this point, if lookup field in Salesforce refers to 2 objects at the same time, we are not creating objects under PandaDoc setup to pass variables.
2 votes -
2 votes
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re-sync or webhook replay feature
PandaDoc has a Feature where all completed Docs are attached to SF, however, when SF package are not updated. There comes a time when completed docs are not attached to SF.
It would be good to have a supporting feature that would re-sync all completed docs not attached during SF package late update so it would attach all completed documents once the package has been updated instead of manually uploading to SF
2 votes -
Ability to map Salesforce opportunity fileds with pricing table footer
Scenario: A customer would like to pull the Tax Rate field from the Details tab of the Opportunity to the Tax row in the Pricing Table footer
2 votes -
Change the Due Soon Date on the Payments Tab
On the Payments Tab, I would like to change the "due soon" to reflect the next 28 days rather than the next 3 days. It would be great to be able to customize the due soon interval.
2 votes -
Ability to enforce workflows by removing the “Create Document” button in PandaDoc CPQ - HubSpot
Currently, when using PandaDoc CPQ within HubSpot, the workflow feature allows users to create a document automatically as part of a defined workflow. However, there is also a separate “Create Document” button that allows team members to bypass the workflow entirely. Add an option to disable/remove or hide the “Create Document” button, so that all document creation must go through the designated workflow.
2 votes -
Pass Discount in % from MS Dynamics
At this point, we can pass discount/tax in flat value only from MS Dynamics. Would be great to have an option to pass it in % (if template is set to %).
2 votes -
2 votes
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move PandaDoc documents associated with an item when you move that item in Monday.com
move PandaDoc documents associated with an item when you move that item in Monday.com
2 votes -
Batch Document Creation for Multiple Clients via CRM Integration
Create a separate document for each of multiple clients at once via the CRM integration
2 votes -
Automate Canceling/Deleting/Expiring Documents from Salesforce with Status Sync to PandaDoc
Add Salesforce-to-PandaDoc automation triggers that allow Salesforce field changes to automatically update PandaDoc document status
2 votes -
Greenhouse integration for Forms
Utilize Greenhouse integration in PandaDoc Forms too
2 votes -
ability to add 3rd discount in one pricing table: 1) in the line items, 2) in the subtotal, and 3) overall total.
I finally had time to try to make this work and I can get two discounts to work but we actually need to be able to have 3:
1) line item discount
2) multi-year discount
3) reseller discountWe need them to also calculate in that order.
2 votes -
route document-related emails through a specific shared inbox in Pipedrive
Im setting up Shared Inboxes in Pipedrive, how does this feature sync with the document creation and email reply to settings in pandadocs?
2 votes -
Add Native Lookup Relationship Between PandaDoc Document Object and Quote Object in Salesforce
Currently, the PandaDoc Document object in Salesforce has built-in lookup relationships with the following standard objects: Opportunity, Lead, Account, and Contact. When documents are generated from these objects, the relationship is automatically populated, allowing for seamless integration and reporting.
When a document is created from other Salesforce objects, such as Quote, the associated object ID is only stored in the Custom Object ID field, which is a text field. This prevents users from leveraging the Quote relationship in native Salesforce reports or automation tools, as no actual lookup relationship exists.
2 votes -
Support dynamic decimal place formatting per field from Salesforce in Quote Builder/Pricing Table
- Allow PandaDoc to respect or dynamically pull the original decimal precision defined in each Salesforce field.
This would enable mixed formatting in the same document — for example:
A standard currency value displayed with 2 decimal places (e.g., $1,234.56).
A calculated rate or fractional value displayed with up to 5 decimal places (e.g., 0.12345), but only if non-zero.
2 votes -
Sync Product Bundles back to Salesforce
When utilizing the guided selling piece of CPQ, customer puts together bundled packaging (Ex. Platinum package: includes products A, B, and C). When writing back to Salesforce, the bundled package name only appears and not the products included. This does not allow for accurate reporting/forecasting on their end as they need specific products included.
2 votes
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