293 results found
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Link document to Salesforce: update products
Option to update products in the pricing table when the document is linked to Salesforce opportunity from the PandaDoc side
1 voteHi,
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 check the link below:
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Zoho Pass custom fields from quote to a pricing table
I would like to grab the products and custom fields like VAT and Terms into the documents via Zoho integration when creating a document from a Quote. Some of them can be sent only with the deals, but my use case doesn't work with creating Deals. I tried sending from the deals module but this doesn't work as deals doesn't hold the pricing/product data like the quotes module does.
3 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Set minimum billing amount
We have a minimum billing policy in our company. We need the document to default to the set minimum billing amount if the document total based on pricing tables falls below the minimum.
1 voteHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign
Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.
9 votesLindsey Schocke responded
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[Integration]: Go High Level CRM
Add the CRM Go High Level to PandaDoc
12 votes -
Fillquick
Integrate with Fillquick
3 votes -
Make.com
make.com integration
11 votes -
4 votes
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add products from Pipedrive to catalog automatically (sync)
add products from Pipedrive to catalog automatically
7 votes -
Hibob HR Software
Hibob HR Software integration
7 votes -
ChargeBee
Integration with ChargeBee
17 votes -
Salesforce Contact role additional Fields mapping
Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code
6 votes -
Salesforce: select owner in Documents Activity Trigger
Option to select the owner of the activity in Documents Activity Trigger in Salesforce (change the "Note Owner" or "Created by" field in the Notes object). Any Notes added to the Opportunity from any document should be created by the user sending out the Document.
2 votes -
Salesforce: product description mapping
Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table
4 votes -
GoHighLevel CRM
GoHighLevel CRM
17 votes -
30 votes
Valeryia Baranava responded
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Calendly
ability to integrate Calendly
11 votes -
Clover
New integration: Clover Payment gateway
12 votes -
Prevent deactivated products in Pipedrive from being populated to the PandaDoc document
deactivated products in Pipedrive are not populated to the PandaDoc document
4 votes -
3 votes
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