1114 results found
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Tokens for products in Pipedrive
Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).
9 votes -
7 votes
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10 votes
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2 votes
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2 votes
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Great America Financial
Allow offer for financing through Great America Financial. Finance calculation based on total quote.
1 vote -
3 votes
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HubSpot product description to be pulled into PandaDoc in a bulleted list
Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.
12 votes -
11 votes
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Pull Salesforce documents under Notes&Attachments into PandaDoc
Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments
2 votes -
Salesforce, link PandaDocs to a custom Salesforce object
Salesforce link documents to a Custom Object, refresh tokens from the Customer object
26 votes -
1 vote
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26 votes
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Dacast.com
Video integration with Dacast.com
1 vote -
Remove the "most recently used" templates option in Salesforce
This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.
1 vote -
Link a document to Organization, People in Pipedrive
well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons
6 votes -
CRM Product fields are passed over tokens/variables
Products from Hubspot can be passed not only over pricing tables but also in the documents itself
21 votes -
Typeform
Customer wants to integrate Typeform with PandaDoc to prefill a document with values.
4 votes -
1 vote
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More role variables (to pass from a HubSpot deal)
The feature request is to create more role variables / fields in "Contacts" since the client needs to pass more data from Hubspot contacts linked to a deal
3 votes
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