641 results found

1. 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 :)

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2. Link existing document for Monday.com Integ

   link an existing document to an item in Monday through the integration?

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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

   This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

   We appreciate your understanding.

3. Integration with screen readers (Jaws - a screen reading app)
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4. AvaTax (Avalara)

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

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5. Automatically add Pipedrive custom product fields to pricing table

   Automatically add Pipedrive custom product fields to pricing table

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6. Shopify Product sync

   Would love to see the ability to pull product info from Shopify.

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7. contact's variables in variable list in the Opportunity in Salesforce

   having contact's variables in variable list in the Opportunity in Salesforce

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8. Smartsheet

   Integration with Smartsheet

   9 votes

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9. Stop auto-population of recipients in Salesforce

   Ability to disable the auto-populations of recipients in SFDC

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10. PipeDrive: Add PandaDoc contacts to PipeDrive

    Ability to pull created in PandaDoc contacts to Pipedrive

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11. MailChimp

    Integration with MailChimp

    9 votes

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12. Refund option via PandaDoc

    Refund option via PandaDoc.

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13. 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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14. Notion

    Notion integration

    8 votes

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

    PandaDoc mobile app and Monday CRM mobile app integration.

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16. 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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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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17. multiple choice with Zapier

    pull the information that client selected with multiple choice with Zapier

    8 votes

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

    Integration with Microsoft Power Bi

    8 votes

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

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20. Google Forms

    Integration with Google Forms

    8 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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