640 results found

1. Monday.com formula columns
   42 votes

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   6 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. 2 way sync with Monday

   2 way sync with Monday

   39 votes

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   4 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. Slack Channels - Receive Pandadoc Notifications.

   Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.

   30 votes

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   3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

4. Switch Workspaces in Salesforce

   Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

   30 votes

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   Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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5. Tokens cross-object population for Salesforce

   Tokens cross-object population for Salesforce.

   28 votes

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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6. Stripe + Plaid

   Integration for Plaid with Stripe
   https://stripe.com/docs/ach

   27 votes

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   Idea  ·  10 comments  ·  Integrations  ·  Delete…  ·  Admin →
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7. Multiple Stripe accounts per workspace
   26 votes

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   Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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8. Salesforce, link PandaDocs to a custom Salesforce object

   Salesforce link documents to a Custom Object, refresh tokens from the Customer object

   26 votes

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   Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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9. Pull product data from Freshsales to pricing tables
   26 votes

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   Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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10. Bulk Send from CRM

    Ability to Bulk Send from CRM

    25 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Delete…  ·  Admin →
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11. Replace unfilled variables with blanks when creating docs via Zapier

    If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    24 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. Ability to integrate PandaDoc with monday.com desktop app
    23 votes

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    2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Acumatica

    Integration with Acumatica

    22 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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14. MS Dynamics two-way sync (2-way sync)

    Looking for PD and MS Dynamic to have a 2 way sync

    21 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Delete…  ·  Admin →
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15. SEPA Direct Debit

    Ability to set up SEPA direct debit through PandaDoc

    21 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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16. Airtable

    PandaDoc Integration with Airtable

    20 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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17. Copper link to deal ev2
    20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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18. Mass export variables

    Ability to mass export variables list from the document or the template.

    19 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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19. BankID

    Integration with BankID
    https://www.bankid.com/en/

    19 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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20. Pabbly Connect

    integrate with Pabbly Connect

    17 votes

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    7 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded