1029 results found
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Green Invoice payment gateway
Option to connect to Green Invoice payment gateway
2 votes -
Pass currency from various objects in Salesforce, not only Opportunity
We have pricing tables based on other objects (e.g. quotes, orders, custom objects). The recently released solution which passes currency from Salesforce opportunities to PandaDoc documents is nice, but it does not cover our needs. We don't create any pricing tables from Opportunities. Also, basing currency on the user's locale is not a solution for us, as currencies are product-specific, not user-specific. And it would be ideal to minimize the number of templates we need to create by having the currency automatically passed through.
(here is the link to the recently delivered idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40965565-pricing-table-currency-based-on-salesforce-opportu)
4 votes -
Genie AI Integration
Option to integrate with Genie AI
2 votes -
Once a document is completed, can I have it update an opportunity with the file in Copper?
Once a document is completed, can I have it update an opportunity with the file in Copper?
2 votes -
Follow Up Boss
Integration with Follow Up Boss
2 votes -
integration with coda.io
integration with coda.io
2 votes -
Pass the Salesforce currency variable to display only the currency symbol
The customer would like the option for Salesforce to pass the variable values without including 'CAD' for the currency, displaying only the dollar ($) sign instead
2 votes -
Integration with Productive
Would be nice to automatically update project status to confirmed when documents are signed
1 vote -
Disable download option within Hubspot
Disable the ability to download a PandaDoc Document from within HubSpot.
1 vote -
2 votes
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Pass Document Status Into a CRM Field
The ability to pass the document status into a CRM field (as a field value/data) via 2 way-sync or other means.
2 votes -
Individual Template Buttons with Page Layout Visibility on Salesforce Record Page
Have individual buttons for each template on the record page and have visibility on the page layout of these templates, instead of the current one where the PandaDoc module just shows the selection of templates where users can select from.
1 vote -
Reporting based on integrations
Ability to have a report based on integrations: show which document was created from which integration, in which workspace these documents are located, etc
1 vote -
[Salesforce] option to assign an approver for the document from SF
I would like to be able to assign an approver (from an approval group or just to a step) on a document created from Salesforce - but I would like to assign this approver automatically based on a field in Salesforce
3 votes -
Payoneer Integration
I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.
Here are some key benefits of integrating Payoneer with Pandadoc:
Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.
Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are…
8 votes -
[Hubspot] Pass Phone and Title for deal owner
For now, we can pass first name, last name and email for the deal owner in Hubspot. Would be great to include phone and title (+ any other fields that may be useful in the clients' flows) as well.
2 votes -
Cash App integration for payment option
Cash App integration
3 votes -
1 vote
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2 votes
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Integration with SAP (S4HANA)
Integration with SAP (S4HANA)
2 votes
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