969 results found
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Update Salesforce fields with PandaDoc variable value for selected templates
Update Salesforce fields with the PandaDoc variable based on the selected templates. There are cases when multiple templates are used with one Opp and not all of the docs created from one opp need to pass the field info. Currently, there is no way to set up the trigger for specific templates.
2 votes -
2 votes
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2 votes
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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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Import from CRM for SFDC CPQ
Customer currently using SFDC CPQ; Import from CRM functionality does not work for them if they make changes in Opportunity quote line items to push into PDoc documents; NO mention of making this improvement on Roadmap
1 vote -
Isracard payment gateway
Option to connect to Isracard's payment gateway
2 votes -
Green Invoice payment gateway
Option to connect to Green Invoice payment gateway
2 votes -
Genie AI Integration
Option to integrate with Genie AI
2 votes -
set optional item in PipseDrive
Set the item as optional in Pipedrive, sync to PandaDoc as optional and be added to the pricing table as optional automatically
1 vote -
Once a document is completed, can I have it update an opportunity with the file in Copper?
Once a document is completed, can I have it update an opportunity with the file in Copper?
2 votes -
Pipedrive upload PDF of documents other than Completed in History
Right now, the History in a Pipedrive deal will only show PDFs of documents in completed status, not any status
1 vote -
Enhanced 2-Way Product Sync between Salesforce and PandaDoc
Currently you have an automation that updates Salesforce Opportunity Products if there are changes made to certain fields in the PandaDoc (e.g., Discount, Line description, Quantity and Sales price), when a status changes to either Sent or Completed.
It would be good to be able to update Opportunity Products in Salesforce, the entire products or parts of a product, and then be able to update the table in PandaDoc to avoid double handling. If I want to remove a product from PandaDoc, I also have to remove it from Salesforce and vice versa.
3 votes -
API - Link PandaDoc Document to Salesforce Opportunity
Ability to Link PandaDoc Document to Salesforce Opportunity via API
2 votes -
Follow Up Boss
Integration with Follow Up Boss
2 votes -
Salesforce formula field - using a dynamic Template + Opportunity for document name
For example, if the aim is for the document name to be Template Title + Full Name (field in the opportunity). It's not possible right now to do this because the field wouldn't know the name of each Template being used
1 vote -
integration with coda.io
integration with coda.io
2 votes -
2 votes
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Pass the Salesforce currency variable to display only the currency symbol
The customer would like the option for Salesforce to pass the variable values without including 'CAD' for the currency, displaying only the dollar ($) sign instead
2 votes -
Pre-assign Roles in Zendesk Support EV2
Allow for integration between Zendesk Support and PD the capability of pre-assigning the recipients to the role when creating a document within Zendesk Support (EV2)
1 vote -
Disable download option within Hubspot
Disable the ability to download a PandaDoc Document from within HubSpot.
1 vote -
2 votes
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