1016 results found
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White-labelling of the T&C block under the signature
Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used
2 votes -
Halo CRM
Halo CRM integration.
2 votes -
PandaDoc in Salesforce Financial Service cloud
Adding PandaDoc module to Salesforce Financial Services Cloud
2 votes -
Salesloft Integration to send PD created briefs as part of a marketing cadence
Integration with Salesloft to send PandaDoc created documents as part of a marketing sequence or cadence
2 votes -
MS Teams: all users' notifications
Option to see all users' notifications from all workspaces within MS Teams
2 votes -
Cin7
The ability to integrate with Cin7 via API/ Native integration
2 votes -
2 votes
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Import colors from Google
Import colors from Google
2 votes -
PandaDoc module for BambooHR
PandaDoc module for BambooHR
2 votes -
Edit templates and documents inside of Zoho CRM
Ability to edit templates and documents inside of Zoho CRM
2 votes -
QuickBooks Inventory
QuickBooks: ability to disable "New inventory in QB is created based on the PandaDoc document name (in case there is no existing product in QuickBooks using the exact document name)''
2 votes -
Download the PDF as separate files via Zapier when the document is bundled
Download the PDF as separate files via Zapier when the document is bundled
2 votes -
Streak CRM
integration and automations with Streak CRM
2 votes -
import a previously completed proposal into a new opportunity in ZOHO
import a previously completed proposal into a new opportunity. For example. We often have service agreements that renew yearly. The proposal typically does not change much other than the price or minor scope changes. If we could import the previous years document into the renewal opportunity it would save us from having to completely re-create the proposal or having to copy and pate it all into a new doc.
2 votes -
Expose a variable to Zapier without setting it as a text block on the document itself
Option to pass values from variables that are not used in a document to Zapier.
2 votes -
Google sheets integration: setup document name
Option to setup the document name and include the recipient's name, so the document name, for example, is shown as Endorsement Agreement - John Smith
2 votes -
Google sheets integration: variable in the email message
Option to add a variable and populate the recipient's name in the email message when you send the documents via Google Sheets integration
2 votes -
Salesforce: ability to pass recipient job title
Ability to pass recipient job title (add title to the recipients mapping)
2 votes -
2 votes
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Excel integration: changes in real time
Option to connect Excel table with Pandadoc and have it changed as soon as something is changed in Excel
2 votes
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