1047 results found
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Integration with SAP (S4HANA)
Integration with SAP (S4HANA)
2 votes -
Update Salesforce opportunity when the first recipient signs the document
Update Salesforce opportunity when the first recipient signs the document
3 votes -
Pull the value to fields with Zapier
Pull the value to fields with Zapier
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:
- In the PandaDoc template, click on a field, select Properties on the floating panel
- Next, add the name to the Merge field
- As a result, the field will appear in the Zapier step
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Smart form in Zapier Trigger
Transfer Data from Smart Form to Zapier Triggers
2 votes -
Sign documents directly on Monday.com
The ability to sign documents in CRM iFrames without having it open a new tab.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:
- Open your task on Monday.com and click on the item you’d like to create a document from.
- Select the Settings icon under the PandaDoc widget, then select Modal view from the drop-down.
As a result, when you create a document, you will remain in Monday.com and will not be redirected to a new page.
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Integration into Click Up
Would love to be able to integrate directly into Click Up to create tasks from accepted documents AND attach the document to the task. Would make our workflow much easier, and reduce some manual processes.
2 votes -
Import from CRM for SFDC CPQ
Customer currently using SFDC CPQ; Import from CRM functionality does not work for them if they make changes in Opportunity quote line items to push into PDoc documents; NO mention of making this improvement on Roadmap
1 vote -
Field tags - 'Autofill with Signing Date'
PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.
It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.
16 votes -
6 votes
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2 votes
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set optional item in PipseDrive
Set the item as optional in Pipedrive, sync to PandaDoc as optional and be added to the pricing table as optional automatically
1 vote -
Integration with Rexx Systems
Native integration with HR Management System Rexx Systems
2 votes -
Box.com integration
Integrate with Box.com
3 votes -
Integration with AgencyBloc
AgencyBloc (a CRM for insurance brokers)
2 votes -
Pipedrive upload PDF of documents other than Completed in History
Right now, the History in a Pipedrive deal will only show PDFs of documents in completed status, not any status
1 vote -
Salesforce formula field - using a dynamic Template + Opportunity for document name
For example, if the aim is for the document name to be Template Title + Full Name (field in the opportunity). It's not possible right now to do this because the field wouldn't know the name of each Template being used
1 vote -
Power Automate
Power Automate integration
11 votes -
Ability to check what monday.com variables are used
The employee who added variables to our PandaDoc templates via Monday.com items is no longer with us. I currently have multiple Monday.com boards with active items being used as variables connected to multiple PandaDoc templates. The problem is I have no idea which variables listed in Monday.com are connected to which templates in PandaDoc. I'm trying to figure out the best way to find out where the variables are connected/integrated in Monday.com and vice versa.
3 votes -
Upload files from the document to SharePoint
We would like to retrieve the files uploaded to collect files field via Zapier to MS SharePoint
3 votes -
Integrate with Tabby System
Ability to integrate with Tabby System
5 votes
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