610 results found

1. Sort templates shown when creating documents via CRM integrations

   Sort templates when creating documents via CRM integrations by Title, etc.

   7 votes

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. Greek / French / German bank transfer through Stripe
   7 votes

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   3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. Bundles working with Salesforce

   Should be possibility to start a bundle when creating a document bundle from Salesforce

   7 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

4. Link documents to MS Dynamics CRM objects.

   Link creation with MS Dynamics.

   7 votes

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   3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

5. Connect to an account in Salesforce (not opportunity)

   Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

6. AvaTax (Avalara)

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

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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7. RESCO CRM

   RESCO CRM

   7 votes

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8. Conditional Charging Logic

   The ability to do a surcharge for credit cards but not ACH

   7 votes

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9. [Reporting] Salesforce Activity

   Salesforce reporting feature with PandaDoc integration.

   7 votes

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   Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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10. Hiding the banner of the document when embedding through an iFrame

    Hiding the banner of the document when embedding it through an iFrame

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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11. Google Forms

    Integration with Google Forms

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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12. Ability to link documents created via Zapier to a CRM record
    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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13. the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39804400

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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14. More Copper Variables

    Additional Copper Variables to be put in a PandaDoc template.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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15. Dynamic fields when pulled from Salesforce

    Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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16. Pipedrive. Ability to pull deal duration to pricing tables
    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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17. Attach PDFs to Accounts in Salesforce When Creating From Opp

    When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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18. Salesforce Contact role additional Fields mapping

    Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code

    6 votes

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    Idea  ·  Lindsey Schocke responded

    
    

19. Hibob HR Software

    Hibob HR Software integration

    6 votes

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

    
    

20. Dynamics 365 Business Central

    Integration with Dynamics 365 Business Central

    6 votes

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