1049 results found
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WorkDay
Integration with workday to allow for documents to be sent out of workday and tracked.
12 votes -
Dynamics 365 Jobs
Integration with Dynamics 365 Jobs
2 votes -
to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in
to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in PandaDoc and synchronize each one of them into separate Dropbox folders
2 votes -
3 votes
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Pricing table data merge option for Pipeliner CRM
Data merge option for Pipeliner CRM
- will alloe the user to set up data merge for Pipeliner CRM
1 vote -
Include account / contact info related to opportunity into Salesforce metadata
Extend metadata received from Salesforce when creating a document (for now only object id is pulling through - would be cool to have some related records as well for example if there's account/contact related to opportunity).
1 vote -
2 votes
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Milanote
An integration with the creative app Milanote, allowing for documents to be shared into the Milanote app such that they're dynamic (ie. when you click on the document it takes you through to PandaDoc).
1 vote -
Export ALL figures in Deals as CSV so they can be imported to other apps to update Dept budget figures
This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.
1 vote -
Dynamic document owner: Allow Zapier to change document owner
Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.
10 votes -
ability to use variables for Pipedrive line item taxes separately and not as a sum.
ability to use variables for Pipedrive line item taxes separately and not as a sum.
1 vote -
Delete a background when the image is added from Canva
To delete white background (make a background transparent) when the image is added from Canva
3 votes -
Option to sign in using Microsoft
Option to sign in using Microsoft.
- allow the user to signin using Microsoft
1 vote -
2 votes
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ClickUp
Integration with ClickUp
17 votes -
1 vote
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Capitalized Variable from CRM tokens
Capitalized Variable from CRM tokens
2 votes -
More documents in Pipedrive document panel
To be able to toggle an option to view more documents in the PAndadoc panel in Pipedrive.
2 votes -
Select a template automatically salesforce
Choose the PandaDoc template automatically based on salesforce field value or salesforce product
16 votes -
1 vote
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