1053 results found
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RevTrak
Integration with RevTrack
1 vote -
Pull values to Pricing Table custom columns via Zapier
At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.
5 votes -
6 votes
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1 vote
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Change Salesforce Sync Trigger names
Client does not want to see the status as the name of the document in the notes view. He would like to be able to change the name to the actual document name instead of seeing the document status.
1 vote -
1 vote
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5 votes
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GoCardless
Integration with Payment Gateway GoCardless
42 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Change checkbox fields values to numerical instead of true/false in a zap
option to change checkboxes from True/False to numerical values instead, ie. 1 and 0 when exporting data from PandaDoc docs via Zapier
2 votes -
Stripe + Plaid
Integration for Plaid with Stripe
https://stripe.com/docs/ach27 votes -
Pre-assign Roles in Zendesk Sell EV2
Allow for integration between Zendesk Sell and PD the capability of pre-asssigning the recipients to the role when creating a document within Zendesk Sell (EV2)
1 vote -
2-way sync with Insightly
As I mentioned, if all the data is in INsightly beforehand, everything works fine. However, that doesn't work with our workflow, where we prefer to have the client enter certain information.
IT's not for confidentiality purposes...we want to put the burden of entering credit card and bank information on them because, if they make a mistake, it's their mistake, not ours.
That's what we're doing now. Insightly did not have the custom fields we needed for credit card and bank information, so we added them to their Opportunity object. When we create a new Opportunity in Insightly and fill in…4 votes -
control what status changes will trigger product 2 way sync in sfdc
option to prevent sfdc product 2 way sync from triggering on expired status change. currently its for any status
1 vote -
use LaTex to PandaDoc
use LaTex to PandaDoc
1 vote -
LACRM
Integration with LACRM
2 votes -
2 votes
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Ordway
Ability to integrate with Ordway and create a seamless quote-to-cash experience for customer, and tie that info/payment in with their billing system.
1 vote -
Link Salesforce record expiration settings
Link Salesforce record expiration setting to PandaDoc document
3 votes -
1 vote
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Capsule CRM
Integration with Capsule CRM
10 votes
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