1042 results found

1. Microsoft Power Bi

   Integration with Microsoft Power Bi

   8 votes

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2. Link2CRM Linking documents to objects other than deals
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3. Google Forms

   Integration with Google Forms

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4. Autotask

   integration with Autotask

   8 votes

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5. Zoho PandaDoc Documents Section

   Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

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6. EU Server integration with Zapier

   Offer the option to use Zapier with the EU server

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7. Salesforce: Manually change document status within Salesforce

   Manually change document status in Salesforce Integration to decline contracts as necessary

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. Stax

   Integration with Stax payment gateway

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

9. checks with Quickbooks

   collect checks with Quickbooks

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. Notion

    Notion integration

    7 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. Add Tax field to Zapier 'Create Document in PandaDoc' action

    The 'Create Document in PandaDoc' action in Zapier doesn't include the Tax field in the pricing table section.

    This means we can't include tax on our quotes.

    It includes all the other important fields, so it would be great if this one could be added.

    7 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. Created by in salesforce should be the document creator

    when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration

    7 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Webhook Payload should include reason for Declined Document

    Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. Connect two separate CRM accounts to one PandaDoc workspace.

    Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.

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

    
    

15. Sort templates shown when creating documents via CRM integrations

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

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

    
    

16. ability to pull negative numbers from salesforce
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    Early Access  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, please reply to this email notification.

17. PDF attach as files from Monday.com

    get the PDF directly to Monday and not a link

    7 votes

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    3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.

    
    

    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.

    
    

    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.

    
    

    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6

    
    

    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

18. 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

    
    

19. Bundles working with Salesforce

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

    7 votes

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

    
    

20. 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