610 results found
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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 -
Auto-populate contact role
Auto-populate the template role with the contact information from monday.com upon document creation
8 votes -
PandaDoc mobile app and Monday CRM mobile app integration.
PandaDoc mobile app and Monday CRM mobile app integration.
8 votes -
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 -
freshsales
It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)
8 votes -
Freshworks
Client would like direct integration with freshworks
8 votes -
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 -
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 -
multiple choice with Zapier
pull the information that client selected with multiple choice with Zapier
8 votes -
Microsoft Power Bi
Integration with Microsoft Power Bi
8 votes -
8 votes
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MailChimp
Integration with MailChimp
8 votes -
Autotask
integration with Autotask
8 votes -
Zoho PandaDoc Documents Section
Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.
8 votes -
Stax
Integration with Stax payment gateway
7 votes -
Notion
Notion integration
7 votes -
Add Tax field to Zapier 'Create Document in PandaDoc' action
The 'Create Document in PandaDoc' action in Zapier doesn't include the Tax field in the pricing table section.
This means we can't include tax on our quotes.
It includes all the other important fields, so it would be great if this one could be added.
7 votes -
Created by in salesforce should be the document creator
when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration
7 votes -
Webhook Payload should include reason for Declined Document
Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.
7 votes -
Connect two separate CRM accounts to one PandaDoc workspace.
Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.
7 votes
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