1042 results found

1. 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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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. RESCO CRM

   RESCO CRM

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3. Conditional Charging Logic

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

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4. Salesforce, link PandaDoc to multiple Salesforce Objects
   7 votes

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5. [Reporting] Salesforce Activity

   Salesforce reporting feature with PandaDoc integration.

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   Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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6. 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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7. Ability to link documents created via Zapier to a CRM record
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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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8. 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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9. More Copper Variables

   Additional Copper Variables to be put in a PandaDoc template.

   7 votes

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10. Dynamic fields when pulled from Salesforce

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

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11. Zapier: Ability to attach PDFs

    Ability to attach PDFs via Zapier

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12. Pipedrive. Ability to pull deal duration to pricing tables
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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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13. 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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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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14. n8n.io

    Integration with n8n.io

    6 votes

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15. Enhanced 2-Way Product Sync between Salesforce and PandaDoc

    Currently you have an automation that updates Salesforce Opportunity Products if there are changes made to certain fields in the PandaDoc (e.g., Discount, Line description, Quantity and Sales price), when a status changes to either Sent or Completed.

    It would be good to be able to update Opportunity Products in Salesforce, the entire products or parts of a product, and then be able to update the table in PandaDoc to avoid double handling. If I want to remove a product from PandaDoc, I also have to remove it from Salesforce and vice versa.

    6 votes

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16. 2-way sync with Netsuite

    Current capabilities: https://support.pandadoc.com/hc/en-us/articles/12459280745879-NetSuite#h_01H2TZGZNRK667R44MMR641C1P

    6 votes

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17. Rippling

    Requesting an integration with Rippling to PandaDoc

    6 votes

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

    add products from Pipedrive to catalog automatically

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

    6 votes

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    Idea  ·  Lindsey Schocke responded

    
    

19. 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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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

20. 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