298 results found
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Manage integrations via Integrately
To have the option to directly manage integrations via Integrately.
6 votesValeryia Baranava responded
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CompanyCam
We would love to be able to pull images right out of CompanyCam and add into our proposal!
6 votes -
Pricing Table Integration: Ability to automatically pull products from data merge as optional
Pricing Table Integration: Ability to automatically pull products from data merge as optional
6 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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sync Document.Value with the Amount field in Salesforce
sync Document.Value with the Amount field in Salesforce
6 votes -
2-way synchronization with Copper
2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?
6 votes -
A Paid badge in PDFs of paid documents
A PDF of a paid document should include the PAID badge, the same as the web view version
6 votes -
Sync bullet points back into Salesforce (update opportunity products trigger)
At the moment, bullet points will not sync back into the description (or a custom rich text field) in Salesforce product when using the trigger. It will show as one line.
5 votes -
Box.com integration
Integrate with Box.com
5 votes -
Sync Pipedrive contacts with PandaDoc
sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level
5 votes -
Send documents to slack channels
Proposals to Slack
5 votes -
Wordpress
is there a Wordpress integration for PandaDoc without third party plugins?
5 votes -
Ability to select multiple pricing tables in zapier.
Ability to select multiple pricing tables in zapier.
5 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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JIRA
Jira integration
5 votes -
Upload file field to save in SFDC
When a doc is sent from Salesforce and there's an an upload file field assigned to a customer, when the customer uploads something- have that attachment be saved in SF
5 votes -
5 votes
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Pull values to Pricing Table custom columns via Zapier
At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.
5 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Payment gateway for Converge Pay processed by Elavon
Payment gateway for Converge Pay processed by Elavon.
5 votes -
5 votes
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[Zendesk sell] sync pandadoc and zendesk sell contacts
sync pandadoc and zendesk sell contacts
5 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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Salesforce: Refresh Data
We’d like to request the ability for all roles to refresh data and variables when using the Salesforce integration. Currently, it appears this action is limited to specific roles — enabling this feature across all roles would streamline document workflows and ensure data consistency.
4 votes
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