137 results found

1. Hubspot two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa.

   Info updated in PandaDoc can get sent back to HubSpot and visa versa. Sync pandadocdoc value/grand total back into hubspot

   203 votes

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   18 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

   We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.

2. Salesforce true 2 way sync

   When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.

   140 votes

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   27 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Hi,
   We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:

   
   

   • Update Salesforce opportunity products whenever a document’s status is updated
   • Update Opportunity Products when PandaDoc pricing table or quote builder is updated
   • Update a document with field values from Salesforce after the document has been created
   • Control Update Opportunity Products trigger by status
   • Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
   • Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
   • Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
   • improved the Import from CRM functionality: you can import updates to all line item fields (custom and default) to the Pricing table and Quote builder. You can also import added and removed line items.

   
   

   Here's an article you can follow to stay updated on further improvements to our Salesforce Lightning Integration - Salesforce Integration Changelog.

   Hi,
   We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:

   
   

   • Update Salesforce opportunity products whenever a document’s status is updated
   • Update Opportunity Products when PandaDoc pricing table or quote builder is updated
   • Update a document with field values from Salesforce after the document has been created
   • Control Update Opportunity Products trigger by status
   • Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
   • Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
   • Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
   • improved the Import from… more

3. Sync payment app total with the total in pricing table (EV2)

   Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,

   122 votes

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   5 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  Valeria Pochapskaya responded

   Pricing table totals now can be linked with the Payment App: https://support.pandadoc.com/hc/en-us/articles/360037760193--Editor-2-0-Add-a-payment-to-your-document-or-template#h_01F1CCHDAG05G93JNRBN3N2G7Z

4. Pull updated pricing table details from Salesforce to PandaDoc

   Pull updated pricing table details from Salesforce to PandaDoc.

   81 votes

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   10 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminVictoria Solovey (Admin, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!

   
   

   Update a document with field values from Salesforce

5. Split or staggered payment collection

   (between two payment systems as well)

   70 votes

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   8 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   • Installments

6. Fields sync back to Salesforce

   The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

   62 votes

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   8 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminVictoria Solovey (Admin, PandaDoc) responded

   Hi,

   We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!

   
   

   Export PandaDoc field values to Salesforce

7. Link2CRM for non-draft status documents

   Ability to link non-draft documents to CRM records.

   56 votes

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   12 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hello there,

   
   

   Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

   
   

   Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 

   
   

   Many thanks for your time! Have a wonderful day! 

   
   

   Sincerely,

   
   

   Valeryia Baranava

   Product Operations, PandaDoc

   
   

8. Salesforce CPQ

   Integration similar to Salesforce but for Salesforce CPQ

   50 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Hi,
   Thank you for taking the time to leave your request. We have great news – PandaDoc for Salesforce CPQ is now available on Salesforce AppExchange. With this integration you can:

   • Create stunning customizable quotes easily
   • Collect legally binding signatures
   • Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.

   For more information, visit PandaDoc for Salesforce CPQ on AppExchange.

9. Bundles API

   API support for document bundles

   42 votes

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

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Create Document Section from Template

   Create Document from File Upload

10. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    41 votes

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    4 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminVictoria Solovey (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    https://support.pandadoc.com/hc/en-us/articles/360021662573-HubSpot-CRM#2

11. API endpoint link2CRM

    Link a document to an existing CRM record so document is displayed within CRM document list.

    41 votes

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    Released  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →

12. Netsuite

    Integration with NetSuite

    40 votes

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    3 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    NetSuite

13. [Hubspot] Pass custom product properties from Hubspot to PD pricing table
    34 votes

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

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    HubSpot CRM. Map product fields with pricing table columns

14. Pass field value from PandaDoc to Hubspot deal
    34 votes

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    3 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminVictoria Solovey (Admin, PandaDoc) responded

    Hi,

    
    

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    
    

    Update Deal properties in HubSpot

15. [HubSpot] Import from CRM: add new products to the pricing table after document creation

    The ability to pull up the product information from Hubspot on the document via Import from CRM option.

    32 votes

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    6 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminVictoria Solovey (Admin, PandaDoc) responded

    Hi,

    
    

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    
    

    Update a document with values from HubSpot

16. SharePoint integration
    32 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

    Sharepoint Integration.

17. Pushing SKU from Hubspot to PandaDoc

    Pushing SKU from Hubspot to PandaDoc.

    30 votes

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    2 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminVictoria Solovey (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    https://support.pandadoc.com/hc/en-us/articles/360021662573-HubSpot-CRM#4

18. Pass currency formats from Salesforce

    When you pass a price, it's format should be passed too

    27 votes

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

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! Currency variable formatting is now based on the recipient view locale. Custom money variables will pass to the document without a currency symbol and formatting. Please see more about Salesforce integration here: https://support.pandadoc.com/hc/en-us/articles/360044209194-Salesforce-Lightning-#h_01G634BTE67X6S5SY3CB6ZDK25

19. Basic integration with Slack

    Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
    Please vote for this feature and let us know what would you expect to see in the integration!

    26 votes

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    Released  ·  5 comments  ·  Integrations  ·  Delete…  ·  Admin →

20. Active Campaign integration
    25 votes

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

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the Integration with ActiveCampaign has been released. Please see the links for more information: Help Center, ActiveCampaign. 

    
    

    Have a wonderful day!