298 results found

1. Ability to connect Authorize.net sandbox environment.

   Ability to connect Authorize.net sandbox environment.

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2. Stripe - Support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods

   PandaDoc to support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods through Stripe.

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3. Zapier action - create a document in PandaDoc via PDF upload

   create a document in PandaDoc via PDF upload

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4. Remove/turn off the "most recently used" templates option in Pipedrive

   remove/turn off the "most recently used" templates option in Pipedrive

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5. Zoho Pass custom fields from quote to a pricing table

   I would like to grab the products and custom fields like VAT and Terms into the documents via Zoho integration when creating a document from a Quote. Some of them can be sent only with the deals, but my use case doesn't work with creating Deals. I tried sending from the deals module but this doesn't work as deals doesn't hold the pricing/product data like the quotes module does.

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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

6. Fillquick

   Integrate with Fillquick

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7. [Salesforce] sync document activity with the Activity in Salesforce
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   Lindsey Schocke responded

8. Canva Docs

   Allowing Canva DOCS to be utilized in Panda

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9. Link PandaDoc documents to Stripe
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10. Disable automatic webhook deactivation

    Do not deactivate webhook automatically even if HTTP 4xx client errors occur

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11. link documents to Sugar CRM
    3 votes

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    Valeryia Baranava responded

12. creating documents in Pipedrive without pre-assigning recipients from a deal

    ability of creating documents in Pipedrive without pre-assigning recipients from a dea

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    Valeryia Baranava responded

13. Quickbooks Enterprise Desktop Support

    Able to support desktop version of Quickbooks

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    Valeryia Baranava responded

14. Customize Integration token fonts style and size

    Customize Integration token fonts style and size

    • Alow the user to customize font style and size of the integration tokens
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    Valeryia Baranava responded

15. Push the updates to custom object in Salesforce for notes

    Push the updates to custom object in Salesforce for notes

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    Valeryia Baranava responded

16. Wrike

    Integration with Wrike

    3 votes

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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

17. Autoassigning recipients to roles in CRM integrations
    3 votes

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18. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col

    Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

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19. The ability to transfer the description part of the Pipedrive catalog directly
    3 votes

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20. MS Dynamics - Ability to update document info

    Need the ability to update an existing draft document with data from a MS Dynamics record.

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