629 results found

1. Product variation Pipedrive EV2
   9 votes

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2. Pass files from SalesForce files to PandaDoc

   Pass files from SalesForce attached files to PandaDoc document as attached files

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   Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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3. Refund option via PandaDoc

   Refund option via PandaDoc.

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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4. Images passed from Salesforce to pricing tables
   9 votes

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

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

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

   
   

6. [Integration]: Go High Level CRM

   Add the CRM Go High Level to PandaDoc

   8 votes

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   3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

7. 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

   
   

8. 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

   
   

9. 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

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. Freshworks

    Client would like direct integration with freshworks

    8 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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11. 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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12. 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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13. 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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14. Microsoft Power Bi

    Integration with Microsoft Power Bi

    8 votes

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

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16. Capsule CRM

    Integration with Capsule CRM

    8 votes

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17. MailChimp

    Integration with MailChimp

    8 votes

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18. Autotask

    integration with Autotask

    8 votes

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19. 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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20. InfusionSoft / Keap

    Integration with InfusionSoft / Keap

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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