1057 results found
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remove/turn off the "most recently used" templates option in Pipedrive
remove/turn off the "most recently used" templates option in Pipedrive
2 votes -
connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement
connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement
1 vote -
2 votes
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pass information from PandaDoc to HubSpot
Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.
2 votes -
1 vote
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Import from CRM option for sent and viewed documents
Option to update values from Salesforce via Import from CRM option for sent and viewed documents
1 vote -
Slack Channels - Receive Pandadoc Notifications.
Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.
24 votes -
Send Quickbooks invoice
Automatically send the invoice to the recipient when using QuickBooks payments
1 vote -
Decimal places in Salesforce tokens
Decimal places in Salesforce tokens, have more than 2 numbers after decimal
1 vote -
images uploaded by recipients into a PandaDoc document automatically added to our corresponding Hubspot deal
images uploaded by recipients into a PandaDoc document automatically added to our corresponding Hubspot deal
1 vote -
Salesforce CPQ: Map contacts to template roles
The ability to automatically map Contacts to Template Roles.
1 vote -
Automatically link duplicated documents to the same CRM record
The feature that will automatically link duplicates of documents created via CRM integration to the same CRM record.
1 vote -
Template Revisions Endpoint
Get revisions of the templates to see how they have been changing historically
3 votes -
assign completed pricing ,Proposal Document to another opportunity in Microsoft Dynamics 365 CRM.
assign completed pricing ,Proposal Document to another opportunity in Microsoft Dynamics 365 CRM.
1 vote -
send a PandaDoc document to a contact in HubSpot when it moves to a certain stage in the deal pipeline
send a PandaDoc document to a contact in HubSpot when it moves to a certain stage in the deal pipeline
1 vote -
1 vote
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sync Pipedrive contacts with PandaDoc
sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level
2 votes -
Ability to pull specific content builder blocks from PandaDoc to SalesForce.
Ability to pull specific content builder blocks from PandaDoc to SalesForce.
1 vote -
[Active Campaign] Add the ability to set up PandaDoc as trigger and action at the same time
Add the ability to set up PandaDoc as trigger and action at the same time.
1 vote -
[Active Campaign] Add all the contacts related to the deal to the document created
Add all the contacts that are related to the deal to the document and attach the newly created document under each contact in Active Campaign in PandaDoc Documents section.
1 vote
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