1078 results found
-
'When a client signs up for my program I want a contract to be generated when I win the deal in HubSpot?''
Generate a contract in HubSpot when a document is completed/signed/paid
2 votes -
connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement
connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement
1 vote -
Vue.js Framework integration
Vue.js Framework integration
2 votes -
Send Quickbooks invoice
Automatically send the invoice to the recipient when using QuickBooks payments
1 vote -
Decimal places in Salesforce tokens
Decimal places in Salesforce tokens, have more than 2 numbers after decimal
1 vote -
images uploaded by recipients into a PandaDoc document automatically added to our corresponding Hubspot deal
images uploaded by recipients into a PandaDoc document automatically added to our corresponding Hubspot deal
1 vote -
Salesforce CPQ: Map contacts to template roles
The ability to automatically map Contacts to Template Roles.
1 vote -
Automatically link duplicated documents to the same CRM record
The feature that will automatically link duplicates of documents created via CRM integration to the same CRM record.
1 vote -
assign completed pricing ,Proposal Document to another opportunity in Microsoft Dynamics 365 CRM.
assign completed pricing ,Proposal Document to another opportunity in Microsoft Dynamics 365 CRM.
1 vote -
send a PandaDoc document to a contact in HubSpot when it moves to a certain stage in the deal pipeline
send a PandaDoc document to a contact in HubSpot when it moves to a certain stage in the deal pipeline
1 vote -
2 votes
-
Map several fields from Salesforce with one field in PandaDoc
Option to map one field in PandaDoc with several fields in Salesforce, for example, pull contact first and last name fields from SF to one text field in PandaDoc document
1 vote -
Show Deal number (unique ID) when linking a document to pipedrive
When creating a document in pandadoc and then linking manual to pipedrive, we can search by the deal name but sometimes we have legitimately duplicated deal names. The deal number is the unique identifier but I can't see that from pandadoc. It would be nice to filter the list based on status in pipedrive (ie - ignore anything that's already closed out) or to see the deal number as well. I sometimes have to go into pipedrive, manually edit the deal name of the deal I want to link to (add a 1 at the end for example), search in…
2 votes -
Ability to pull specific content builder blocks from PandaDoc to SalesForce.
Ability to pull specific content builder blocks from PandaDoc to SalesForce.
1 vote -
[Active Campaign] Add the ability to set up PandaDoc as trigger and action at the same time
Add the ability to set up PandaDoc as trigger and action at the same time.
1 vote -
[Active Campaign] Add all the contacts related to the deal to the document created
Add all the contacts that are related to the deal to the document and attach the newly created document under each contact in Active Campaign in PandaDoc Documents section.
1 vote -
Link the recipient signing link to the corresponding Salesforce opportunity
Link the recipient signing link to the corresponding Salesforce opportunity
2 votes -
PaySimple
Have an integration for PaySimple
1 vote -
Ability to to pre-fill the SF Opportunity/Custom object ID to a PandaDoc document URL.
Ability to to pre-fill the SF Opportunity/Custom object ID to a PandaDoc document URL.
1 vote -
ability to use column mapping when using the link to opportunity in Salesforce
ability to use column mapping when using the link to opportunity in Salesforce
1 vote
- Don't see your idea?