981 results found

1. Dynamic fields when pulled from Salesforce

   Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.

   7 votes

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2. Pipedrive. Ability to pull deal duration to pricing tables
   7 votes

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3. 2-way synchronization with Copper

   2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

   5 votes

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4. Support Worldpay payment gateway

   so we use world pay
   we cant link that to your app

   2 votes

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5. [Pipedrive] The ability to connect the products in pipedrive with pandadoc cataloge products
   6 votes

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6. Attach PDFs to Accounts in Salesforce When Creating From Opp

   When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

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7. Deal owner not included as CC

   The option to not include Deal owner as CC recipient if creating document from Pipedrive.

   3 votes

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8. update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

   update and  lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

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9. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col

   Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

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10. Copper

    Native integration with Copper

    4 votes

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11. Zapier: Ability to attach PDFs

    Ability to attach PDFs via Zapier

    6 votes

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12. Storing CC infom
    1 vote

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13. Microsoft Dynamics Discount option

    Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

    4 votes

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14. Trigger Doucment creation via SFDC workflows

    Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

    1 vote

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15. [Zendesk sell] sync pandadoc and zendesk sell contacts

    sync pandadoc and zendesk sell contacts

    5 votes

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16. Model popup when clicking privacy link in embedded view

    Warning that client is leaving the embedded signing experience when clicking on our privacy link.

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17. Lucidchart

    integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    3 votes

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18. Tagging of PDF's
    2 votes

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19. Co-Card Payment gateway
    1 vote

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20. Link to SF option improvements

    The option to unlink and relink documents from all the SF objects.

    1 vote

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