641 results found

1. Manage integrations via Integrately

   To have the option to directly manage integrations via Integrately.

   6 votes

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   Valeryia Baranava responded

2. ADP

   Integration with ADP

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   Valeryia Baranava responded

3. CompanyCam

   We would love to be able to pull images right out of CompanyCam and add into our proposal!

   6 votes

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4. 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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5. 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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6. sync Document.Value with the Amount field in Salesforce

   sync Document.Value with the Amount field in Salesforce

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7. Google Slides

   integration with Google Slides

   6 votes

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8. Pass line item description formatting from SFDC

   Pass the complex line item description formatting from Salesforce to PandaDoc

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9. 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

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10. 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

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11. 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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12. Box.com integration

    Integrate with Box.com

    5 votes

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13. Sync Pipedrive contacts with PandaDoc

    sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level

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14. Ability to pass products from multiple Salesforce objects to a single document.

    Ability to pass products from multiple Salesforce objects to a single document.

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15. Have a Zapier trigger where it can collect files from a PandaDoc upload files field.

    Have a Zapier trigger where it can collect data from a pandadoc upload files field. For example, into a Google Drive.

    5 votes

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16. Google Calendar

    Ability to integrate with Google Calendar to use automation like sending documents.

    5 votes

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    Lindsey Schocke responded

17. Populate product quantity and/or product price from a Google Sheet

    The ability to calculate quantities needed on a Google Sheet and then integrate that with PD

    5 votes

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18. Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients

    Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients

    https://pandadoc.zendesk.com/agent/tickets/455389

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19. Revolut payment gateway

    Adding Revolut payment gateway to PandaDoc's integration.

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    Valeryia Baranava responded

20. Send documents to slack channels

    Proposals to Slack

    5 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded