629 results found

1. have a PandaDoc documents status show in Monday.com

   have a PandaDoc documents status show in Monday.com for a particular row based on an email address

   12 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. Podio CRM

   Podio CRM integration

   12 votes

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3. Expand / Collapse Pricing Table Descriptions

   Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.

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   Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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4. GoHighLevel CRM

   GoHighLevel CRM

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   Idea  ·  Lindsey Schocke responded

   
   

5. Mobile functionality in Monday.com

   Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

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   11 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

6. Lawpay/Affinipay

   Lawpay is the most widely used payment gateway for lawfirms across the country.
   Note: Affinipay is the parent company

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. WorkDay

   Integration with workday to allow for documents to be sent out of workday and tracked.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. Send Images as Token Data via Zapier

   Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.

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9. Salesforce - Include Job Title contact field in the Add new contact

   In the assign people to roles screen and choose to Add new contact > click Show more field, the Job title field is not included. Client will have to go to PD contacts tab to add this details for the variable to work.

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10. Zoho: to pull information from subforms

    Zoho: to pull information from subforms

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11. Extend Zapier functionality

    Improve Zapier functionality with new features, like tracking certain info, etc.

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12. Pull Pricing Table Tax Flat vs Percentage rate from SalesForce

    Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce

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13. Procore

    integration with Procore to create and send documents

    11 votes

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14. Quickbooks Canada
    11 votes

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15. Conditional Logic in creating documents in Salesforce
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16. Make.com

    make.com integration

    10 votes

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    Idea  ·  Lindsey Schocke responded

    
    

17. Calendly

    ability to integrate Calendly

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    Idea  ·  Lindsey Schocke responded

    
    

18. ChargeBee

    Integration with ChargeBee

    10 votes

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    Idea  ·  Lindsey Schocke responded

    
    

19. Use Smart content blocks with Zapier
    10 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

20. webhook trigger for completed and expired documents

    To be able to separate the webhook trigger for completed and expired documents.

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded