1029 results found
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Quickbooks product description mapping
We need the product description to map from Pandadocs into Quickbooks without it updating the Product library in Quickbooks
1 vote -
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 -
1 vote
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1 vote
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Echelon Payments integration
Integrate with Echelon Payments
2 votes -
Enhanced 2-Way Product Sync between Salesforce and PandaDoc
Currently you have an automation that updates Salesforce Opportunity Products if there are changes made to certain fields in the PandaDoc (e.g., Discount, Line description, Quantity and Sales price), when a status changes to either Sent or Completed.
It would be good to be able to update Opportunity Products in Salesforce, the entire products or parts of a product, and then be able to update the table in PandaDoc to avoid double handling. If I want to remove a product from PandaDoc, I also have to remove it from Salesforce and vice versa.
6 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 -
Update a Salesforce field with a custom value when a mapped PandaDoc field is updated
Salesforce Automations: Update a Salesforce field with a custom value when a mapped PandaDoc field is updated. For example, when a client chooses 'France' in the dropdown field, 'FR' is pulled to the Salesforce field.
2 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, it is possible with Salesforce Flow (the SFDC workflow builder), We hope this solution can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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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
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