609 results found

1. Salesforce Contact role additional Fields mapping

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

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   Idea  ·  Lindsey Schocke responded

   
   

2. Hibob HR Software

   Hibob HR Software integration

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   Idea  ·  Lindsey Schocke responded

   
   

3. Dynamics 365 Business Central

   Integration with Dynamics 365 Business Central

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   Idea  ·  Lindsey Schocke responded

   
   

4. Ability to embed Editor 2.0 to web application
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

5. Edit Quickbooks invoice sent to customer
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

6. ADP

   Integration with ADP

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. Custom payment integration

   Customer would like to be able to integrate the payment gateway with their proprietary payment processor.

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8. 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

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9. Map pricing table items to Quickbooks products

   Integrate quickbooks products library map to the pricing table, so when the sale gets recorded, to know which products sold.

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10. Using Shared Templates to Create Documents in CRM

    Currently, Editor 2.0 Templates shared across Workspaces cannot be used to create new Documents with integrations. Can only be created in original Workspace. However, it is currently possible with EV1 Templates. Customers would like this ability with EV2 as well.

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11. sync Document.Value with the Amount field in Salesforce

    sync Document.Value with the Amount field in Salesforce

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12. Google Slides

    integration with Google Slides

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13. Pull info from Salesforce into PandaDoc fields
    6 votes

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14. Pass line item description formatting from SFDC

    Pass the complex line item description formatting from Salesforce to PandaDoc

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15. 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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16. Different products from Pipedrive into different pricing tables
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17. 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...?

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18. [Pipedrive] The ability to connect the products in pipedrive with pandadoc cataloge products
    6 votes

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19. Zapier: Ability to attach PDFs

    Ability to attach PDFs via Zapier

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20. 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

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