609 results found

1. Refund option via PandaDoc

   Refund option via PandaDoc.

   9 votes

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2. Images passed from Salesforce to pricing tables
   9 votes

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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3. ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign

   Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.

   8 votes

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

4. Affirm or AfterPay

   Native integration to similar apps for Affirm or AfterPay Payment Gateway

   8 votes

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

   
   

5. Auto-populate contact role

   Auto-populate the template role with the contact information from monday.com upon document creation

   8 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

6. PandaDoc mobile app and Monday CRM mobile app integration.

   PandaDoc mobile app and Monday CRM mobile app integration.

   8 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. Allow one zap to work with multiple templates

   I want to set up a zap based on a trigger which include multiple templates

   so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones

   8 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. Freshworks

   Client would like direct integration with freshworks

   8 votes

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   Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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9. AvaTax (Avalara)

   Would be great to have an integration with Avalara to auto-populate the sales tax on pricing tables.

   8 votes

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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10. Collect Files Field Sync with Google Drive

    Customer would like there to be a way to easily send over uploaded files to Google Drive. (uploaded files from Completed Docs added via Collect Files Field)

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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11. Pass address fields from Freshsales to Pandadoc

    When you select the Contact while creating the doc in FreshSales via the Panda Integration, it pulls in what you said....so they just need to added address fields....thanks!

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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12. multiple choice with Zapier

    pull the information that client selected with multiple choice with Zapier

    8 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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13. Microsoft Power Bi

    Integration with Microsoft Power Bi

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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14. Link2CRM Linking documents to objects other than deals
    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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15. Google Forms

    Integration with Google Forms

    8 votes

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16. Autotask

    integration with Autotask

    8 votes

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17. Zoho PandaDoc Documents Section

    Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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18. Salesforce: Manually change document status within Salesforce

    Manually change document status in Salesforce Integration to decline contracts as necessary

    7 votes

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

    
    

19. Stax

    Integration with Stax payment gateway

    7 votes

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

    
    

20. checks with Quickbooks

    collect checks with Quickbooks

    7 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded