956 results found

1. Zoho: to pull information from subforms

   Zoho: to pull information from subforms

   11 votes

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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2. Extend Zapier functionality

   Improve Zapier functionality with new features, like tracking certain info, etc.

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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3. Pull Pricing Table Tax Flat vs Percentage rate from SalesForce

   Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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4. Quickbooks Canada
   11 votes

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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5. Expand / Collapse Pricing Table Descriptions

   Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.

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   Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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6. Conditional Logic in creating documents in Salesforce
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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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7. Integration capabilities with WhatsApp

   Integration capabilities with WhatsApp

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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8. Integration feature with Zapier to change email subject

   Option in zapier to change the email subject went document is sent

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9. Make.com

   make.com integration

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   3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

10. ChargeBee

    Integration with ChargeBee

    10 votes

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    2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

11. Clover

    New integration: Clover Payment gateway

    10 votes

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    2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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12. Use Smart content blocks with Zapier
    10 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. webhook trigger for completed and expired documents

    To be able to separate the webhook trigger for completed and expired documents.

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. send a document to signature via Salesforce automatically

    send a document to signature via Salesforce automatically

    10 votes

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    3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. 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

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. WorkDay

    Integration with workday to allow for documents to be sent out of workday and tracked.

    10 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. Bitrix24

    Integration with Bitrix 24

    10 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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18. Suite CRM

    Integration with Suite CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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19. Procore

    integration with Procore to create and send documents

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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20. Create documents through Pipedirve on the PD mobile app.

    PanadaDoc App - PipeDrive App Integration.

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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