1000 results found

1. Stop auto-population of recipients in Salesforce

   Ability to disable the auto-populations of recipients in SFDC

   9 votes

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2. PipeDrive: Add PandaDoc contacts to PipeDrive

   Ability to pull created in PandaDoc contacts to Pipedrive

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3. Tokens for products in Pipedrive

   Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).

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4. Product variation Pipedrive EV2
   9 votes

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5. Refund option via PandaDoc

   Refund option via PandaDoc.

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6. Images passed from Salesforce to pricing tables
   9 votes

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7. Payoneer Integration

   I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.

   Here are some key benefits of integrating Payoneer with Pandadoc:

   Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.

   Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are conducted in a secure environment. Integrating Payoneer into Pandadoc would provide an additional layer of security for payment transactions within the platform.

   Faster Payments: Payoneer facilitates faster cross-border payments compared to traditional methods. With this integration, Pandadoc users can enjoy quicker and more efficient payment processing, improving overall workflow speed.

   Enhanced User Experience: The integration of Payoneer would simplify the payment process within Pandadoc, offering users a more cohesive and user-friendly experience. This added convenience can contribute to higher user satisfaction and retention rates.

   Flexibility for Businesses: Businesses often deal with clients and partners across the globe. Payoneer's integration in Pandadoc would provide businesses with the flexibility to send and receive payments in a way that aligns with their global operations.

   I believe that integrating Payoneer into Pandadoc would be a strategic move, aligning with the growing demands of businesses operating in a globalized marketplace. It has the potential to attract more users and enhance the overall value proposition of Pandadoc.

   Thank you for considering this suggestion. I am confident that this integration would be a valuable addition to Pandadoc and greatly benefit its user community.

   I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.

   Here are some key benefits of integrating Payoneer with Pandadoc:

   Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.

   Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are… more

   8 votes

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8. Document link to SalesForce Quote record

   Customer would like to link the document to Quote record in SalesForce

   8 votes

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9. pass Pipedrive product image to PD pricing table

   pass Pipedrive product image to PD pricing table similar to PD catalog

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10. 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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    Idea  ·  Lindsey Schocke responded

    
    

11. 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

    
    

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

    PandaDoc mobile app and Monday CRM mobile app integration.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. 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

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. 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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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. Freshworks

    Client would like direct integration with freshworks

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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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17. 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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18. multiple choice with Zapier

    pull the information that client selected with multiple choice with Zapier

    8 votes

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19. Microsoft Power Bi

    Integration with Microsoft Power Bi

    8 votes

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20. [Pipedrive] map document status with Deal status

    Trigger Completed Document connected to Pipedrive deal to automatically change to Won status

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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

    
    

    Here’s what we are building:

    
    

    CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

    
    

    Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

    
    

    Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

    
    

    Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

    
    

    We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

    
    

    Timeline Preview: Expect to see these functionalities rolled out in Q2. We’re making significant progress!

    
    

    Early Access Program: The Early Access Program is expected to start in a month. If you’re interested in participating, just reply to this email with "Yes" — though if you’re feeling extra enthusiastic, a "Panda-power!" would make our day!

    
    

    Please feel free to book a time with me to discuss this further using my calendar: https://calendar.app.google/pHa6Xud82oexdoyv6

    
    

    Thank you for your continued support as we strive to make this integration successful. Your feedback is crucial as we aim to ensure that the final product not only meets but exceeds your expectations.

    
    

    Cheers, Alex.

    Hi Pandas,

    I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

    
    

    Here’s what we are building:

    
    

    CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

    
    

    Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

    
    

    Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

    
    

    Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

    
    

    We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

    
    

    Timeline Preview: Expect to see these functionalities rolled out in Q2.… more