942 results found

1. Extend Zapier functionality

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

   11 votes

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

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4. 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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5. Conditional Logic in creating documents in Salesforce
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6. Integration capabilities with WhatsApp

   Integration capabilities with WhatsApp

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7. Integration feature with Zapier to change email subject

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

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8. ChargeBee

   Integration with ChargeBee

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   Idea  ·  Lindsey Schocke responded

   
   

9. Use Smart content blocks with Zapier
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. have a PandaDoc documents status show in Monday.com

    have a PandaDoc documents status show in Monday.com for a particular row based on an email address

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. webhook trigger for completed and expired documents

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

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. send a document to signature via Salesforce automatically

    send a document to signature via Salesforce automatically

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. 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.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. WorkDay

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

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. Bitrix24

    Integration with Bitrix 24

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16. Suite CRM

    Integration with Suite CRM

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17. Procore

    integration with Procore to create and send documents

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18. Create documents through Pipedirve on the PD mobile app.

    PanadaDoc App - PipeDrive App Integration.

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19. Power Automate

    Power Automate integration

    9 votes

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20. Make.com

    make.com integration

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