1049 results found

1. creating documents in Pipedrive without pre-assigning recipients from a deal

   ability of creating documents in Pipedrive without pre-assigning recipients from a dea

   2 votes

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2. Kajabi

   Integration with Kajabi

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3. Connect to an account in Salesforce (not opportunity)

   Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity

   7 votes

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4. Sequence number visible in Pipedrive integration document list

   We would like to have visibility on the sequence number of the documents in the document list. At the moment you can only see the document name which is not enough information for us and requires us searching Pandadoc to find out the number.

   5 votes

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5. SCORE CRM

   SCORE CRM

   1 vote

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6. collect payments with Tickets.com/ProVenue

   collect payments with Tickets.com/ProVenue

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7. Collect payments with payonlineticket.com

   collect payments with payonlineticket.com

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8. Scorp CRM

   Scorp CRM

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9. ADP

   Integration with ADP

   6 votes

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10. AroFlo

    Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.

    1 vote

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11. The ability to map fields in Salesforce from a quote to the total section of the pricing table.

    For example, the customer as a 'Shipping and Handling' fee section and would like it to be mapped to the total column in the pricing table.

    4 votes

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12. send a document to signature via Salesforce automatically

    send a document to signature via Salesforce automatically

    10 votes

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13. WorkOrder Standard Object in Salesforce

    Utilize the WorkOrder standard object in salesforce and use with PandaDoc integration

    1 vote

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14. Add SecurePay as payment option

    Add SecurePay as payment option

    1 vote

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15. Google Workspace

    Integrate Pandadoc with google Workspace

    14 votes

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16. attach emails to PipeDrive objects

    attach PD emails to Pipedrive objects once documents are sent from Pipedrive

    1 vote

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17. Customize Integration token fonts style and size

    Customize Integration token fonts style and size

    • Alow the user to customize font style and size of the integration tokens
    2 votes

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18. Ability to set document title for Zendesk Support Integration

    By default, Zendesk Support changes the document title to that of the Subject line, it would be better if there is an option to configure this.

    2 votes

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19. convert DOCX file to editable in Salesforce integration

    Be able to upload and convert DOCX file to editable in Salesforce integration

    4 votes

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20. Nimble CRM, currency field format

    Ability to preserver Nimble CRM price field's formatting and currency symbol when passed over to PandaDoc.

    1 vote

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