462 results found
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Stripe - Support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods
PandaDoc to support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods through Stripe.
3 votes -
Sync Pipedrive contacts with PandaDoc
sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level
5 votes -
Ability to pass billing frequency fields into the pricing table from Pipedrive line items.
Pipedrive disable the field of variance and they introduce the billing frequency which is already in their API however Pandadoc has not updated this field in their API, and this is crucial to be able to use it in the pricing table.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Nutshell Integration for EU server
The Nutshell integration to be made available for accounts in the EU server.
2 votes -
Salesforce: assign recipients from look-up field to roles
Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce
6 votes -
[Import from CRM][Salesforce] Update pricing table
The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).
22 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
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Template Thumbnails (embedding)
Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)4 votes -
[Monday] Recipient mapping
It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.
11 votes -
Zapier action - create a document in PandaDoc via PDF upload
create a document in PandaDoc via PDF upload
3 votes -
Slack Channels - Receive Pandadoc Notifications.
Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.
35 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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Remove/turn off the "most recently used" templates option in Pipedrive
remove/turn off the "most recently used" templates option in Pipedrive
3 votes -
pass Pipedrive product image to PD pricing table
pass Pipedrive product image to PD pricing table similar to PD catalog
9 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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Send Slack notifications to CC'd recipients when a document is sent.
Send Slack notifications to CC'd recipients when a document is sent.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Slack integration -
Set a default workspace on each Salesforce object
we are hoping to link two different PandaDoc workspaces to the Contract tab on Opportunity and the Contract tab on Account in Salesforce.
For example,
Contract Tab on Opportunity -> Test1 (PandaDoc Workspace)
Contract Tab on Account -> Test2 (PandaDoc Workspace)2 votes -
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.
4 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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MS Teams: all users' notifications
Option to see all users' notifications from all workspaces within MS Teams
2 votes -
1 vote
Hi. 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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Pull currency symbol into the text column from CRM to PandaDoc
Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)
2 votes -
1 vote
Hi,
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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Automations: send a document when a new lead in generated in Pipedrive
Option to send a PandaDoc document when a new lead in generated in Pipedrive
2 votes
