989 results found
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1 vote
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Update a Salesforce field with a custom value when a mapped PandaDoc field is updated
Salesforce Automations: Update a Salesforce field with a custom value when a mapped PandaDoc field is updated. For example, when a client chooses 'France' in the dropdown field, 'FR' is pulled to the Salesforce field.
1 vote -
Integration with Creator IQ
Integration with Creator IQ (available in Docusign).
2 votes -
Use multiple templates when creating a document from a CRM
Ability to bundle two or more templates when creating a document from a CRM. Or Ability to use an uploaded file + PandaDoc template when creating a document from a CRM.
1 vote -
Sync document value to hubspot deal
The ability to push document value from PandaDoc to Hubspot Deal Value without Hubspot recalculating.
1 vote -
Automation to bundle PDF/Docx files from Monday.com with a document in PandaDoc
Merge PDF/ Docx file on Monday.com with PandaDoc document automatically
1 vote -
NetDocument integration
NetDocument integration
1 vote -
3 votes
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2 votes
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Xactimate
Xactimate direct integration with PandaDoc
2 votes -
[ARCHIVE] Creatr documets from GDocs in SFDC
salesforce create documents from google docs
2 votes -
Salesforce - Opportunity Product update in Draft status
Ability to update opportunity products and push the data back to Salesforce in Draft Status
2 votes -
Printavo CRM
Our team uses printavo CRM as an event planning company. Its different but it works for us. I would love to see integrations between the two to be able to automatically transfer client info from one to the other
1 vote -
2 votes
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Do not allow to open documents from the Slack notification
Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification
2 votes -
Choose which workspaces send notifications to Slack
Select which of the workspaces send notifications to Slack
2 votes -
Integration with Dazos
Integration with Dazos
1 vote -
Gainsight integration
native gainsight integration so a CS and Legal team could create documents directly from GS and sync data between two systems.
2 votes -
Sync bullet points back into Salesforce (update opportunity products trigger)
At the moment, bullet points will not sync back into the description (or a custom rich text field) in Salesforce product when using the trigger. It will show as one line.
2 votes -
Use standard tokens from HubSpot to pricing table
Ability to pull values using standard default tokens from a HubSpot deal to a pricing table.
1 vote
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