1005 results found
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Document forwarding
CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record
2 votes -
9 votes
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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
4 votes -
Bind PD documents to be seen on the Microsoft Dynamics 365 forms
Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.
3 votes -
add product Tax on the Deal Products in pipedrive
ability to add product Tax on the Deal Products level in PD template
4 votes -
3 votes
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Dynamic fields when pulled from Salesforce
Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.
7 votes -
7 votes
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Support Worldpay payment gateway
so we use world pay
we cant link that to your app2 votes -
6 votes
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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.
7 votes -
Deal owner not included as CC
The option to not include Deal owner as CC recipient if creating document from Pipedrive.
3 votes -
A Paid badge in PDFs of paid documents
A PDF of a paid document should include the PAID badge, the same as the web view version
6 votes -
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.
2 votes -
Copper
Native integration with Copper
4 votes -
Zapier: Ability to attach PDFs
Ability to attach PDFs via Zapier
6 votes -
1 vote
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Microsoft Dynamics Discount option
Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).
4 votes -
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 -
[Zendesk sell] sync pandadoc and zendesk sell contacts
sync pandadoc and zendesk sell contacts
5 votes
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