1056 results found

1. The ability to support multiple roles in salesforce
   1 vote

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2. Ability to format custom product fields from Salesforce

   Ability to pass custom product fields from Salesforce as currency.

   5 votes

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3. Add Document declined trigger event in Zapier

   2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

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4. Paperform

   paperform native integration: pull data from new submission to the doc

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5. Zoho Invoice

   Zoho invoice integration.

   4 votes

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6. TaxJar

   TaxJar integration

   2 votes

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7. Search bar within list of related documents in Hubspot
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8. Create documents through Pipedirve on the PD mobile app.

   PanadaDoc App - PipeDrive App Integration.

   10 votes

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9. upload document on version 2 within SalesForce

   upload document on version 2 within SalesForce

   <they need the "Upload" option to be available in "Create a new document" window within SalesForce on version 2 (not only one) >

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10. HubSpot" Automatically import / Sync PandaDoc contacts with HubSpot Contacts
    9 votes

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11. Zendesk Support Account Tokens

    Ability to pull account data from ZD support to PandaDoc.

    1 vote

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12. Conditional Logic in creating documents in Salesforce
    11 votes

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13. AutoSelect template based on SFDC field

    Use a field in SFDC ( Template ID for example ) to specify which template should be automatically used in SDFC integration.

    This should skip template select phase and go right to recipient role mapping

    2 votes

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14. Expand Hubspot iFrame Window

    Ability to expand the iFrame window that pops up when creating a document within Hubspot

    6 votes

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15. Zoho PandaDoc Documents Section

    Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

    4 votes

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16. [zoho] [hubspot] Ability to pull images from CRM to pricing table.
    9 votes

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17. Pass checkbox fields from Pipedrive into PandaDoc

    Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.

    3 votes

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18. Refund option via PandaDoc

    Refund option via PandaDoc.

    8 votes

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19. Ability to link a Completed document to a Salesforce Opportunity in Editor 2.0
    3 votes

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20. Ability to link PD documents to Freshsales deals
    4 votes

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