1063 results found
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contact's variables in variable list in the Opportunity in Salesforce
having contact's variables in variable list in the Opportunity in Salesforce
9 votes -
Smartsheet
Integration with Smartsheet
9 votes -
Stop auto-population of recipients in Salesforce
Ability to disable the auto-populations of recipients in SFDC
9 votes -
PipeDrive: Add PandaDoc contacts to PipeDrive
Ability to pull created in PandaDoc contacts to Pipedrive
9 votes -
Tokens for products in Pipedrive
Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).
9 votes -
Edit PandaDoc in Draft Status From Within HubSpot Deal
Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.
9 votes -
9 votes
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9 votes
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Power Automate
Power Automate integration
8 votes -
Integration capabilities with WhatsApp
Integration capabilities with WhatsApp
8 votes -
Import / Update contacts in PandaDoc using Zapier (across all workspaces)
Import contacts in PandaDoc using Zapier (across all workspaces)
8 votes -
Auto-populate contact role
Auto-populate the template role with the contact information from monday.com upon document creation
8 votes -
Allow one zap to work with multiple templates
I want to set up a zap based on a trigger which include multiple templates
so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones
8 votes -
freshsales
It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)
8 votes -
Freshworks
Client would like direct integration with freshworks
8 votes -
Push ALL HubSpot product line items to pricing table in PandaDoc
Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.
8 votes -
Pass address fields from Freshsales to Pandadoc
When you select the Contact while creating the doc in FreshSales via the Panda Integration, it pulls in what you said....so they just need to added address fields....thanks!
8 votes -
HubSpot Access on Document upon Completion
Have the HubSpot integration access in the document when it has been completed.
8 votes -
multiple choice with Zapier
pull the information that client selected with multiple choice with Zapier
8 votes -
8 votes
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