633 results found
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MS teams - ability to sign in-person
Would like the ability to sign in-person through Teams integration
2 votes -
DayForce HR
Have HR tools as an integration (DayForce)
2 votes -
display multi-year contract and TCV in the same table: have a multi-year pricing table which has separate total columns for each year
Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)
2 votes -
Fishbowl
Client would like to have the ability to integrate with fishbowl
2 votes -
MS Dynamics GP
I want to integrate with MS Dynamics GP
2 votes -
Cascade HR
Have an integration with Cascade HR system
2 votes -
a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.
a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.
2 votes -
Editing documents in Zendesk Sell
PandaDoc opens in a new tab - rather than in the frame in Zendesk Sell for editing (or the link is generated and sent to make editing the documents easier and faster)
2 votes -
Automatically remove users from PandaDoc
Remove users from Office 365 (Microsoft CRM) --- automatically removed from PandaDoc (sync trigger based on "disabled")
2 votes -
2 votes
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Wolters - Kluwer (CCH) CRM
wolters - kluwer (CCH) crm integration
2 votes -
Salesforce communities
integration with SF communities
2 votes -
Proprietary CRM
Integration with proprietary CRM
2 votes -
Ability to associate PandaDoc with Accounts, Contacts at the same time (salesforce)
I have the Contact associated with two Accounts in Salesforce and you want to link one document to these 2 Accounts?
2 votes -
Corelation Credit
Some credit unions use this and would love direct integration. Customer will move once we have it
2 votes -
Service Titan
Integration with Service Titan
2 votes -
Google docs addon: allow to preassign positions for signatures
Allow to preassign cerain positions for signatures in the documents of similar format when using google docs addon.
2 votes -
To work with Dragon Software - or other dictation software
It would be great if it worked when you are adding to anything via typing to be able to use dictation software i.e. Dragon Software.
2 votes -
Theralytics and Gusto
My company uses Theralytics to manage ABA Therapy Employee Documents & Billing . We use Gusto for Payroll & Employee Documents as well. When I collect new employee forms it would be awesome to move them to the Gusto & Theralytics files instead of downloading them all separately and then uploading them to the two other platforms. Additionally, we are interested in using the credit card collection tools in Pandadoc but concerned about the fact that it won't integrate with Theralytics Invoice tracking.
2 votes -
Change checkbox fields values to numerical instead of true/false in a zap
option to change checkboxes from True/False to numerical values instead, ie. 1 and 0 when exporting data from PandaDoc docs via Zapier
2 votes
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