987 results found

1. [Pipedrive] map document status with Deal status

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

   7 votes

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

   Integration with Google Forms

   7 votes

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3. Ability to link documents created via Zapier to a CRM record
   7 votes

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4. 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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5. More Copper Variables

   Additional Copper Variables to be put in a PandaDoc template.

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6. Dynamic fields when pulled from Salesforce

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

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7. Pipedrive. Ability to pull deal duration to pricing tables
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8. 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.

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9. Rippling

   Requesting an integration with Rippling to PandaDoc

   6 votes

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10. Option to have the status on Monday.com updated automatically when a document status changes
    6 votes

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11. Dynamics 365 Business Central

    Integration with Dynamics 365 Business Central

    6 votes

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    Idea  ·  Lindsey Schocke responded

    
    

12. Switch workspaces in MS Dynamics

    Need to be able to switch workspaces inside MS Dynamics integration without opening PandaDoc in a new tab to improve efficiencies for their teams.

    6 votes

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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

13. Affirm or AfterPay

    Native integration to similar apps for Affirm or AfterPay Payment Gateway

    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. Notion

    Notion integration

    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. Ability to embed Editor 2.0 to web application
    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. Edit Quickbooks invoice sent to customer
    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. ADP

    Integration with ADP

    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

18. Custom payment integration

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

    6 votes

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19. 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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20. AvaTax (Avalara)

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

    6 votes

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