979 results found
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Nutshell CRM: Cross-Object Variables
The option to use cross-object variables in Nutshell, such as pulling variables from the People object when creating a document from the Company object.
2 votes -
Add recipient link instead of internal document link to the Active Campaign
add recipient link instead of internal document link to the Active Campaign
2 votes -
[SF]Refresh Data (prev. Import from CRM) to work on Quotes object
As per client - "We have our pandadoc linked to the quote object in salesforce and it has been working fine"
When Import from CRM was still available, client can can use this button when linking/creating documents from Quote. After modifying this feature (now Refresh data), it doesn't work anymore. Client wants this feature to be available in Quotes object not just in Opportunity1 vote -
Link multiple salesforce opportunities to 1 PandaDoc
Right now, you are unable to link one PandaDoc document to multiple salesforce opportunities.
This is a requirement for an organization's internal workflow.
4 votes -
Block iFrame or or show a warning sign if PD WS is not connected to SalesForce
We do not "block" the iframe inside Salesforce if the integration is not connected in the workspace. However, it is also important not to show anything in the SF iFrame if the WS is not linked.
2 votes -
Salesforce: sync subtotal from PandaDoc to opportunity
I would like to know if it's possible to sync the Subtotal field from a PandaDoc template with the Opportunity Amount field in Salesforce. Ideally, when a new template is created/updated in PandaDoc, the subtotal would automatically update the opportunity amount in Salesforce.
2 votes -
2 votes
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Option to send a document via email and SMS via Zapier
Option to send a document via email and SMS via Zapier
4 votes -
Create a record in Salesforce when document is completed
The ability to create records in Salesforce when a document status changes
2 votes -
Link Forms to crm
Ability to link forms and not just documents to CRM deal pages
4 votes -
Automatic currency conversion for CRM merged data when creating documents
When creating a document from a deal in the CRM automatically convert the currency. From one currency (euro) in CRM deal to another currency when creating proposals.
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.
1 vote -
PandaDoc Plugin to other Website: PestPac
Link Pandadoc to PestPac
3 votes -
Ability to use Tax with Zoho Deals
Right now, Tax can only be used with Quotes in Zoho
2 votes -
Update Salesforce fields with PandaDoc variable value for selected templates
Update Salesforce fields with the PandaDoc variable based on the selected templates. There are cases when multiple templates are used with one Opp and not all of the docs created from one opp need to pass the field info. Currently, there is no way to set up the trigger for specific templates.
2 votes -
2 votes
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2 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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Isracard payment gateway
Option to connect to Isracard's payment gateway
2 votes -
Green Invoice payment gateway
Option to connect to Green Invoice payment gateway
2 votes -
Genie AI Integration
Option to integrate with Genie AI
2 votes
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