1168 results found
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control what status changes will trigger product 2 way sync in sfdc
option to prevent sfdc product 2 way sync from triggering on expired status change. currently its for any status
1 vote -
use LaTex to PandaDoc
use LaTex to PandaDoc
1 vote -
Payment integration with Ordway
Ability to integrate with Ordway and create a seamless quote-to-cash experience for customer, and tie that info/payment in with their billing system.
1 vote -
1 vote
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1 vote
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Signature connector tool
Ability signature too for applications or forms that are not in panda.
1 vote -
integrate with AccuLynx
integrate with AccuLynx
1 vote -
Integration with Theralytics & Gusto
My company uses Theralytics to manage ABA Therapy Employee Documents & Billing . We use Gusto for Payroll & Employee Documents as well. When I collect new employee forms it would be awesome to move them to the Gusto & Theralytics files instead of downloading them all separately and then uploading them to the two other platforms. Additionally, we are interested in using the credit card collection tools in Pandadoc but concerned about the fact that it won't integrate with Theralytics Invoice tracking.
1 vote -
Show deals or quotes created from Pipedrive in Reporting CSV
Additional column for Deal ID to give customers ability to filter/group by Deal ID in CSV or show total number of quotes created from Pipedrive
1 vote -
Adyen integration
Adyen integration
1 vote -
Moneris Payment Integration
Interested in using the Moneris payment option with PandaDoc
1 vote -
ability to create Stripe products from the Stripe payment integration
ability to create Stripe products from the Stripe payment integration
1 vote -
Great America Financing Integration
Allow offer for financing through Great America Financial. Finance calculation based on total quote.
1 vote -
1 vote
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Limit credit card options
Limit credit card options that customer can select from when using CC to pay invoice
1 vote -
Video integration with Dacast.com
Video integration with Dacast.com
1 vote -
Integrations with ATS.
Intergrations with ATS, (Paycor)
1 vote -
Remove the "most recently used" templates option in Salesforce
This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.
1 vote -
1 vote
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API Strongly typed language
API Strongly typed language
1 vote
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