1071 results found
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hubspot change object a document was created from
hubspot change object a document was created from
Users are creating in the incorrect object and then starting over in another object.
It would help if a user can detach the document from the company or contact and attach it to the deal1 vote -
Smart Suite
I realize the big money seems to be in integrations with the larger CRM's. I would encourage you to look at Smart Suite which is a no code low code and I think will become gigantic in the near future. There are alot of companies (especially start ups that watch pennies closely) and would not pay for platforms like the Hubspots of the world out of the gate (when Smart Suite will automate to the same scale and degree for almost nothing in comparison). all of these companies will pay the money (or accounting and legal will force them too…
1 vote -
1 vote
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Use role variables in merge fields (e.g. when pulling SalesForce (SFDC) Opportunity Contact Role data)
Let's say there's an SFDC Opportunity with the "Decision Maker" Opportunity Contact Role. In order to pull the data of this contact role when you create a document from an opportunity, you need to have the same "Decision Maker" role in PandaDoc template and use the corresponding variables "[Decision Maker.FirtName]" , etc. The problem is that you can use those variable only in PandaDoc blocks. The feature request is to be able to use same role variables (without square brackets) in fields ("merge field" field setting).
The feature request can also be useful for other integrations and for non-integration cases…
1 vote -
Set minimum billing amount
We have a minimum billing policy in our company. We need the document to default to the set minimum billing amount if the document total based on pricing tables falls below the minimum.
1 vote -
Map line items to a table block
Map line items to a table block via Zapier and/or native integrations.
3 votes -
Override MS Dynamics date variable settings with PandaDoc date settings
Override MS Dynamics date variable settings with PandaDoc date settings
2 votes -
Update a document with values from PipeDrive after the document has been sent
Update a document with values from PipeDrive after the document has been sent
1 vote -
GreytHR
It would be helpful for cross team collaboration to have GreytHR integration
1 vote -
1 vote
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Sync fields only from Pandadoc to SFDC and not bidirectionally
Is it possible to sync fields only from Pandadoc to SFDC and not bidirectionally? I'm asking because I want billing information to sync from Pandadoc once the contract has been signed only. In some cases the information in our CRM for billing is not always correct therefore we don't want to be sending out contracts with pre-filled information where the information is not correct. Let me know if it's possible.
1 vote -
Ability to pass products from multiple Salesforce objects to a single document.
Ability to pass products from multiple Salesforce objects to a single document.
3 votes -
Software as a Service | Microsoft Azure ( SaaS)
Software as a Service | Microsoft Azure ( SaaS)
1 vote -
Webhook trigger for CRM object link
Add a new event type for PandaDoc Webhook that triggers whenever a CRM Object is linked (or unlinked)
3 votes -
Webhook trigger for Tags
Add a new event type for PandaDoc Webhook that triggers whenever a Tag is added (or removed)
3 votes -
1 vote
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1 vote
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1 vote
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1 vote
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2 votes
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