1049 results found
-
separate sandbox vs production webhooks
way to control, limit, or identify when a webhook is being sent for a test document vs a production one
9 votes -
Field tags recognition. Ability to adjust height size/font size.
Field tags recognition.
Ability to adjust height size/font size.4 votes -
Get document details: image URL
Get image URL or a document attachment via Get document details call
2 votes -
Pandadoc document value in Pipedrive panel
Show Pandadoc document value in Pipedrive panel
1 voteHey Panda,
Good news — we did it! 🎯
We’ve just launched early access for our brand new PandaDoc + Pipedrive setup, including CPQ and Sync Rules! 🛠️
👉 Watch the quick demo:
https://www.loom.com/share/7510ac4b38df436aa30fe68b29112a68
If you want to join the early access group, just reply to this email with your availability/timezone and organization name/email.
I’ll enable the test and we’ll schedule a quick session to explore it and gather your feedback.
You can also grab a slot on my calendar here:
https://calendar.app.google/pHa6Xud82oexdoyv6
But heads-up: it’s filling up fast (thanks to the Pipedrive buzz!). If you don’t see a time that works, no stress, reply with your availability/timezone and organization name/email, and I’ll handle the rest.
⚠️ If you don’t see the sync rules icon under templates, that’s totally normal; it just means the feature isn’t enabled yet. I’ll activate it once we connect.
Thanks for being awesome,
Alex from PandaDoc 🐼
-
Do you interface with BotDoc.io?
Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.
1 vote -
salesforce - pandadoc logs
Increase limitation of 1000 logs by shifting the logs in the new Custom object in salesforce instead PandadocExceptionLogs__c?
3 votes -
Bundles working with Salesforce
Should be possibility to start a bundle when creating a document bundle from Salesforce
7 votes -
Dynafile
Integration with Dynafile
2 votes -
Convert Google Form to the PandaDoc Form
A way to convert a Google Form to a Pandadoc Form
3 votes -
Automatically set the receiver as the client in Monday
Automatically set the receiver as the client in Monday.
- automatically adds reciever as client in monday.com during creating a document.
3 votes -
When both Order and Contract have been completed set status to Closed in Salesforce
When both Order and Contract have been completed set status to Closed in Salesforce
1 vote -
1 vote
-
Customize SalesForce PDF trigger
Possibility to auto-link PDF to the object you create the document from and other objects linked to the parent one.
1 vote -
Legal advising software
Integration with Legal advising software to help with agreements
1 vote -
Log email reminders to Salesforce
Templates are setup to send reminder emails to customers. Is it possible to log those email reminders to Salesforce?
1 vote -
Ability to map products into different pricing table sections.
Zoho CRM mapping.
4 votes -
Get workspace ID from IU
Option to get workspace Id from UI
3 votes -
freshsales
It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)
9 votes -
1 vote
-
2 votes
- Don't see your idea?