293 results found
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Link a document to Organization, People in Pipedrive
well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons
8 votes -
8 votes
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n8n.io
Integration with n8n.io
7 votes -
7 votes
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add products from Pipedrive to catalog automatically (sync)
add products from Pipedrive to catalog automatically
7 votesLindsey Schocke responded
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Hibob HR Software
Hibob HR Software integration
7 votes -
Salesforce: Manually change document status within Salesforce
Manually change document status in Salesforce Integration to decline contracts as necessary
7 votesValeryia Baranava responded
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checks with Quickbooks
collect checks with Quickbooks
7 votes -
PDF attach as files from Monday.com
get the PDF directly to Monday and not a link
7 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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7 votes
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7 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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7 votes
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Zapier: Ability to attach PDFs
Ability to attach PDFs via Zapier
7 votes -
7 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Enhanced 2-Way Product Sync between Salesforce and PandaDoc
Currently you have an automation that updates Salesforce Opportunity Products if there are changes made to certain fields in the PandaDoc (e.g., Discount, Line description, Quantity and Sales price), when a status changes to either Sent or Completed.
It would be good to be able to update Opportunity Products in Salesforce, the entire products or parts of a product, and then be able to update the table in PandaDoc to avoid double handling. If I want to remove a product from PandaDoc, I also have to remove it from Salesforce and vice versa.
6 votes -
Add the recipient's link to the corresponding Salesforce opportunity
Link the recipient signing link to the corresponding Salesforce opportunity
6 votes -
6 votes
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Salesforce: assign recipients from look-up field to roles
Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce
6 votes -
Salesforce Contact role additional Fields mapping
Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code
6 votes -
Switch workspaces in MS Dynamics
Need to be able to switch workspaces inside MS Dynamics integration without opening PandaDoc in a new tab to improve efficiencies for their teams.
6 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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