1011 results found
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Prevent SF users from editing locked variable tokens
So we can prevent users from making edits on locked content, but when the document is created in SF, the ability to prevent users from making edits on locked variables becomes possible, which should not be the case.
2 votes -
Ability to automatically assigned the deal owner to the template role when using Pipedrive
When using PipeDrive, the deal owner should be automatically assigned to the template role
2 votes -
Payment Method
Add the option to use "Zeller" as a payment method
1 vote -
1 vote
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1 vote
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Echelon Payments integration
Integrate with Echelon Payments
2 votes -
Salesforce trigger: automatically send copies of approved documents to "Files" in Salesforce
Is there a way to send the generated document to Salesforce after it's been approved?
2 votes -
Use standard tokens from HubSpot to pricing table
Ability to pull values using standard default tokens from a HubSpot deal to a pricing table.
4 votes -
Do not auto sent Quickbooks Invoice
We do not want a quickbooks invoice sent immediately. We'd like the invoice to be generated once a contract is signed. We need the opportunity to split an invoice and generate custom payment terms.
1 vote -
Change payment terms in Quickbooks Invoice
Change payment terms in Quickbooks Invoice so that it can be due on a custom date instead of immediately.
1 vote -
Integration with Creator IQ
Integration with Creator IQ (available in Docusign).
2 votes -
Pass Decimal Pricing from PandaDoc to Quickbooks Online
The ability to pass decimal pricing from PandaDoc pricing table to Quickbooks Online.
1 vote -
Enhance Embedded Signing session_view.document.loaded Event with Recipient Status Information
As a developer, I require the sessionview.document.loaded event in Embedded Signing to include detailed recipient status information. Specifically, I need to know if a recipient has completed their assigned fields (isdone - is used in API) immediately upon document load.
This enhancement would allow for real-time updates and more dynamic user interfaces within my embedded signing workflow.
Currently, the session_view.document.loaded event does not include any document loading information.
By adding recipient status details, I can:Provide immediate feedback to users about their progress.
Dynamically adjust the user interface based on recipient completion status.
Improve the overall user experience…1 vote -
2 votes
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Xactimate
Xactimate direct integration with PandaDoc
2 votes -
Ability to access the Stripe data merge settings without enabling payments
To access the Stripe data merge settings without enabling payments, in cases like not processing payments through Stripe, but only collecting card details.
1 vote -
[ARCHIVE] Creatr documets from GDocs in SFDC
salesforce create documents from google docs
2 votes -
Salesforce - Opportunity Product update in Draft status
Ability to update opportunity products and push the data back to Salesforce in Draft Status
2 votes -
2 votes
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Do not allow to open documents from the Slack notification
Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification
2 votes
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