1029 results found
-
Pipedrive: Push Notifications for PandaDoc Document Status Changes in Pipedrive
Users would like to be notified in Pipedrive when a PandaDoc document status changes.
The notification could trigger an activity or alert in Pipedrive, ensuring that users are aware of the document’s progress without switching between platforms.
2 votes -
Ability to access the Stripe data merge settings without enabling payments
To access the Stripe data merge settings without enabling payments, in cases like not processing payments through Stripe, but only collecting card details.
1 vote -
Improve Customer Matching to Prevent Duplications in Stripe
Currently, when a document containing the card details field is created in PandaDoc, and the customer already exists in Stripe, the system does not properly match the records. As a result, a duplicate customer entry is created in Stripe. As a solution, it would be great to implement an enhanced customer matching mechanism that can verify if a customer already exists in Stripe before creating a new entry.
2 votes -
Use Greenhouse template to create a document
Option to use the template available in Greenhouse instead of Greenhouse selecting template in PandaDoc
2 votes -
Pull recipients from Salesforce after document creation
Pull in the newly linked contact to the document that was already created and now linked on the opportunity without retyping the name
1 vote -
Prevent SF users from editing locked variable tokens
So we can prevent users from making edits on locked content, but when the document is created in SF, the ability to prevent users from making edits on locked variables becomes possible, which should not be the case.
2 votes -
Allow displaying non-draft documents in Embedded Editor
Our clients need to be able to display the non-draft documents (in Sent, Completed, etc. statuses) in Embedded Editor. In their own words:
This does not match the functionality in the editor of your own app. If I send a document to be signed in the Pandadoc app, I am able to view it in the editor. Our business case is that we want the same functionality when the editor is embedded in our application rather than forcing the document back to draft status after it has been sent and messing up the entire signature workflow. It's a pretty standard…
3 votes -
Ability to automatically assigned the deal owner to the template role when using Pipedrive
When using PipeDrive, the deal owner should be automatically assigned to the template role
2 votes -
Echelon Payments integration
Integrate with Echelon Payments
2 votes -
Signature workflow from Slack integration
Possibility to have an e-signing workflow from the Slack integration, similar to what happens in the GSuite integration (being able to sign PDF documents sent via chat).
1 vote -
Displaying custom integrations in the PandaDoc UI side panel
Option to display custom integrations in the PandaDoc UI side panel (under Extensions). For example, it would be beneficial if the Legal team had access to a custom integration to fill in, edit, or check the Customer ID/Project ID information.
3 votes -
Salesforce trigger: automatically send copies of approved documents to "Files" in Salesforce
Is there a way to send the generated document to Salesforce after it's been approved?
2 votes -
Integration with Eclinical Works
It would be great to have an integration with an EMR like Eclinical Works so that document copies can also live in the EMR.
1 vote -
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.
2 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, it is possible with Salesforce Flow (the SFDC workflow builder), We hope this solution can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
-
Integration with Creator IQ
Integration with Creator IQ (available in Docusign).
2 votes -
Pipedrive: use multiple templates when creating a document from a CRM
Ability to bundle two or more templates when creating a document from a Pipedrive.
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
- Don't see your idea?