942 results found
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2 votes
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Integration with SAP (S4HANA)
Integration with SAP (S4HANA)
2 votes -
Link multiple salesforce opportunities to 1 PandaDoc
Right now, you are unable to link one PandaDoc document to multiple salesforce opportunities.
This is a requirement for an organization's internal workflow.
1 vote -
Smart form in Zapier Trigger
Transfer Data from Smart Form to Zapier Triggers
2 votes -
receive SMS when the document is created vis Zapier
receive SMS when the document is created vis Zapier
2 votes -
Integration with Egnyte
Integration with Egnyte
1 vote -
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.
1 vote -
WORDLINE/INGENICO payment support
Do you plan to add WORDLINE/INGENICO payment support ? It's a European leader.
1 vote -
Link Forms to crm
Ability to link forms and not just documents to CRM deal pages
2 votes -
2 votes
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Integration with Rexx Systems
Native integration with HR Management System Rexx Systems
2 votes -
Dataforma
Integrate with Dataforma's AP
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 -
Integration with Knowify.
Integration with Knowify.
1 vote -
Cash App integration for payment option
Cash App integration
3 votes -
Guidewire Integration
Guidewire Integration to implement integrations between InsuranceSuite and third party apps
2 votes -
the PandaDoc folders sorted by most used not by recently added in Microsoft Dynamics
the PandaDoc folders sorted by most used not by recently added in Microsoft Dynamics
2 votes -
2 votes
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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)
3 votes -
Update Salesforce opportunity when the first recipient signs the document
Update Salesforce opportunity when the first recipient signs the document
2 votes
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