973 results found
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1 vote
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Link CRM products to Catalog
Option to link products from CRM to the Catalog in PandaDoc. So you can select CRM products in the pricing table the same way you select products from Catalog.
1 vote -
MS Dynamics: pass HTML formatting to PandaDoc document
If the values passing from Dynamics are in HTML format, pass those values rendered correctly to PandaDoc, for now, the values are passed as plain text.
1 vote -
Integration capabilities with WhatsApp
Integration capabilities with WhatsApp
10 votes -
Button in Salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the rec
Button in salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the recipient.
1 vote -
Download the PDF as separate files via Zapier when the document is bundled
Download the PDF as separate files via Zapier when the document is bundled
2 votes -
Streak CRM
integration and automations with Streak CRM
2 votes -
Map line items to a table block
Map line items to a table block via Zapier and/or native integrations.
4 votes -
1 vote
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import a previously completed proposal into a new opportunity in ZOHO
import a previously completed proposal into a new opportunity. For example. We often have service agreements that renew yearly. The proposal typically does not change much other than the price or minor scope changes. If we could import the previous years document into the renewal opportunity it would save us from having to completely re-create the proposal or having to copy and pate it all into a new doc.
2 votes -
Salesforce automation
we are looking at expanding our use of PandaDoc and were thinking about using the system to send our Surveys/Feedback forms.
If the survey has a positive feedback (would define a specific criteria for that), is it possible to automatically create a new Opportunity from this survey? Or is it limited now to only UPDATE an existing opportunity status based on the documents status?4 votes -
1 vote
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Integration feature with Zapier to change email subject
Option in zapier to change the email subject went document is sent
10 votes -
Expose a variable to Zapier without setting it as a text block on the document itself
Option to pass values from variables that are not used in a document to Zapier.
2 votes -
Pebblerei CRM
Ability to integrate Pebblerei CRM
1 vote -
Google sheets integration: setup document name
Option to setup the document name and include the recipient's name, so the document name, for example, is shown as Endorsement Agreement - John Smith
2 votes -
Google sheets integration: update document status
Option to update Google Sheets with the document status to see which recipients completed the document
1 vote -
Google sheets integration: variable in the email message
Option to add a variable and populate the recipient's name in the email message when you send the documents via Google Sheets integration
2 votes -
Zapier: Ability to extract recipient's attachments
Ability to extract recipient's attachments via Zapier.
1 vote -
Manually export JSON
Could you also make feature requests for ways to see agreements not linked to salesforce and also ways to manually export the JSON related to the agreement our data team would love to use the date in the custom object to see discrepancies between what the customer actually signed and what was listed in the opp. They can auto-process that custom object.
1 vote
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