641 results found

1. Link a document to Organization, People in Pipedrive

   well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons

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2. 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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3. Autotask

   integration with Autotask

   8 votes

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4. 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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5. n8n.io

   Integration with n8n.io

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6. Notification when Salesforce package updates are available
   7 votes

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7. add products from Pipedrive to catalog automatically (sync)

   add products from Pipedrive to catalog automatically

   https://pandadoc.zendesk.com/agent/tickets/522217

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   Lindsey Schocke responded

8. Salesforce: Manually change document status within Salesforce

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

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   Valeryia Baranava responded

9. Stax

   Integration with Stax payment gateway

   7 votes

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   Valeryia Baranava responded

10. checks with Quickbooks

    collect checks with Quickbooks

    7 votes

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    Valeryia Baranava 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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    Valeryia Baranava responded

12. 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.

    7 votes

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    Valeryia Baranava responded

13. 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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    Valeryia Baranava responded

14. Sort templates shown when creating documents via CRM integrations

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

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    Valeryia Baranava responded

15. PDF attach as files from Monday.com

    get the PDF directly to Monday and not a link

    7 votes

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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.

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

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    Valeryia Baranava responded

17. Bundles working with Salesforce

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

    7 votes

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    Valeryia Baranava responded

18. Link documents to MS Dynamics CRM objects.

    Link creation with MS Dynamics.

    7 votes

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    Valeryia Baranava responded

19. 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

    7 votes

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    Valeryia Baranava responded

20. Conditional Charging Logic

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

    7 votes

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