1168 results found
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1 vote
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1 vote
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Add Document declined trigger event in Zapier
2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?
1 vote -
1 vote
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paperform native integration
paperform native integration: pull data from new submission to the doc
1 vote -
1 vote
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Use API to integate Pipedrive with PandaDoc
To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.
1 vote -
Basecamp integration
Native integration with Basecamp https://basecamp.com/
1 vote -
1 vote
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upload document on version 2 within SalesForce
upload document on version 2 within SalesForce
<they need the "Upload" option to be available in "Create a new document" window within SalesForce on version 2 (not only one) >
1 vote -
Zendesk Support Account Tokens
Ability to pull account data from ZD support to PandaDoc.
1 vote -
Credit Card Expiration Date
When a customer is filling out the Credit Card information using the credit card field the date formatting is off. There is only the options to pick a date on the calendar or change the format to NOT include the DAY. Credit Cards only have expiration dates that feature the Month and the Year. Is there a way we can have the expiration format be MM/YY?
1 vote -
1 vote
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1 vote
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Trigger Doucment creation via SFDC workflows
Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.
1 vote -
Add PandaDoc contacts to Pipedrive
Ability to pull created in PandaDoc contacts to Pipedrive
1 vote -
Add payment app to completed documents
I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.
1 vote -
Model popup when clicking privacy link in embedded view
Warning that client is leaving the embedded signing experience when clicking on our privacy link.
1 vote -
1 vote
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Link to SF option improvements
The option to unlink and relink documents from all the SF objects.
1 vote
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