1042 results found
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Dynamics 365 Business Central
Integration with Dynamics 365 Business Central
6 votes -
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 votesHi. 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!
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Manage integrations via Integrately
To have the option to directly manage integrations via Integrately.
6 votes -
6 votes
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6 votes
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ADP
Integration with ADP
6 votes -
Custom payment integration
Customer would like to be able to integrate the payment gateway with their proprietary payment processor.
6 votes -
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
6 votes -
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.
6 votes -
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.
6 votes -
sync Document.Value with the Amount field in Salesforce
sync Document.Value with the Amount field in Salesforce
6 votes -
Google Slides
integration with Google Slides
6 votes -
6 votes
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Pass line item description formatting from SFDC
Pass the complex line item description formatting from Salesforce to PandaDoc
6 votes -
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
6 votes -
6 votes
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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...?
6 votes -
6 votes
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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
6 votes -
Sync bullet points back into Salesforce (update opportunity products trigger)
At the moment, bullet points will not sync back into the description (or a custom rich text field) in Salesforce product when using the trigger. It will show as one line.
5 votes
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