1049 results found
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Create a Pandadoc Document from the Accounts Panel in Freshworks CRM.
It would be nice to have an ability to create a Pandadoc Document from the Accounts Panel in Freshworks CRM. Currently it is available in Deals Section only.
2 votes -
2 votes
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Validation on 'Create Document' button on Salesforce
Need a way to have validation to prevent the "Create Document" button being clicked on Salesforce only until a text/picklist/checkbox field is "Approved" OR Ticked.
This is to prevent Sales Reps from creating documents until they finish up the pre-requisite process in Salesforce
3 votes -
use variables from other objects in salesforce without needing look up fields
use variables from other objects in salesforce by default without needing look up fields
1 vote -
1 vote
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Salesforce Contract records
When a Panda Doc file is created from an Opportunity record, create SFDC Contract
2 votes -
Asana
As an Operations Manager, PandaDoc and Asana both help organize and further business. Integration with Asana would be a mutually beneficial partnership as users can keep their workspace in one platform while also utilizing PandaDoc within that platform. Please consider this as a viable tool!
4 votes -
Vaultre CRM
To be able to integrate with CRM VAULTRE or have an option via Zapier,
1 vote -
ItsMe
Integration with Itsme
1 vote -
Profile (Intuit tax software)
Integration with Profile, intuit tax software
2 votes -
Workwave
Integration with Wokrwave and ability to use Collect card details field with this integration
1 vote -
Pipedrive: document report
it would be good to run a report so deals that have Pandadoc and Pipedrive values that do not match coming up
1 vote -
1 vote
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See the Document Record for all workspaces in Salesforce
Would like to see the metadata record that is created in Salesforce work for all of our workspaces. As it is, we only see them for one of our workspaces.
1 vote -
Most recent documents at the top first in Salesforce
if there is a way we can set salesforce to show the most recent PandaDoc documents at the top first.
2 votes -
Include or exclude content depending upon SFDC fields
Ability to pull language in and keep language out depending on how certain fields in Salesforce are populated.
1 vote -
Ungerboeck
Integration with Ungerboeck
1 vote -
SFDC triggers for SFDC activities via PandaDoc
The ability to control SFDC activities and triggers via PandaDoc.
1 vote -
SDK
Please update create Document function in the SDK to accept binary PDF (not url).
2 votes -
microsoft teams integration: sync with PandaDoc contacts when you add recipients, ability to add company details, address
microsoft teams integration:
sync with PandaDoc contacts when you add recipients, ability to add company details, address so on1 vote
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