982 results found
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pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce
pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce
3 votes -
AutoSelect template based on SFDC field
Use a field in SFDC ( Template ID for example ) to specify which template should be automatically used in SDFC integration.
This should skip template select phase and go right to recipient role mapping
4 votes -
the ability to designate specific templates available to specific objects within Salesforce.
the ability to designate specific templates available to specific objects within Salesforce.
3 votes -
Zoho PandaDoc Documents Section
Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.
8 votes -
Link to CRM Zoho
Link documents to Zoho CRM from PandaDoc side
15 votes -
AmoCRM
Integration with AmoCRM,
5 votes -
Insightly: Pull product data from Insightly to PandaDoc
The customer is requesting to pull product data from Insightly to PandaDocs as part of the native integration.
3 votes -
Link to CRM Insightly
Insightly: update document with the details from CRM.
3 votes -
Include products in Link to Opportunity - Pipedrive
Ability to sync updated products from Pipedrive Opportunity to Pricing table when something changes.
4 votes -
9 votes
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1 vote
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Expand / Collapse Pricing Table Descriptions
Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.
12 votes -
Use Payfast in South Africa
PandaDoc does not have any integrated Payment gateways that can be used in South Africa.
2 votes -
if-condition tokens / Pipedrive
Make a "if-condition" for the tokens-variables from Pipedrive.
An example would be:
If [Deal.ContactPerson.Email] is Empty then some condition comes.1 vote -
Receive invoices for accounts with Automatic collection method
I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.2 votes -
InfusionSoft / Keap
Integration with InfusionSoft / Keap
8 votes -
5 votes
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WaveApps
WaveApps to create and send invoices for integration
2 votes -
More Copper Variables
Additional Copper Variables to be put in a PandaDoc template.
7 votes -
1 vote
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