1069 results found
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Document forwarding
CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record
2 votes -
Support Worldpay payment gateway
so we use world pay
we cant link that to your app2 votes -
Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table
Pricing Table: Predefined tokens (#2 need)
Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.2 votes -
2 votes
Hi there,
Thanks for sharing this idea. At the moment, this is not on our roadmap, mainly because the use case isn't fully clear to us yet.
Currently, line items or products are pulled in and used as inputs for our quoting components — like the pricing table or quote builder. We're not planning any changes here for now.
That said, if you have a specific scenario or workflow in mind, we’d really love to hear it! Feel free to reply here or drop me an email — happy to follow up and see if this is something we should explore further.
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2 votes
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2 votes
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MS Dynamics: Stakeholder recipient support
Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.
2 votes -
2 votes
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2 votes
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2 votes
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Product Description in CRMs
Pricing table: the option not to pull the product description while it still stays in the CRM.
2 votes -
Remove Salesforce document drafts
Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc
2 votes -
2 votes
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2 votes
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2 votes
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2 votes
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Copper Sync - Refresh Document
Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes
2 votes -
2 votes
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requests ability to set starting invoice number in Quickbooks
Hey there, we have a problem where your QuickBooks integration is creating invoices with invoice numbers that are overlapping other invoices. We were wondering if your integration allows us to say what number invoice it starts at. If we can't, this is an integration that really does not work for us, and we may have to find a different tool to do the job.
2d
1 vote -
Interactive AI avatar proposal for automated Q&A - Lemonslice
We’d love to see a direct integration with LemonSlice (or similar platform) to embed an AI avatar of the salesperson (using a photo) into each PandaDoc proposal. This interactive agent would:
Appear as the person sending the proposal
Answer customer questions in real time using proposal content as context
Help clarify details, reduce back-and-forth emails, and speed up decisions
The avatar would be automatically generated when a proposal is sent, using the document data and salesperson’s photo. Customers could then interact with it inside the proposal viewer - no extra links or tools needed.
This would create a smarter, more…
1 vote
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