997 results found
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2 votes
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Auto-populate recipients from Salesforce if only mobile number is indicated (for text/sms type of delivery)
Recipient mapping in SF only functions if an email is indicated for the contact which does not allow to auto-sign recipients if there is only mobile number available
3 votes -
1 vote
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Create a record in Salesforce when document is completed
The ability to create records in Salesforce when a document status changes
2 votes -
Send the document along with Quickbooks invoice
Send the document along with the Quickbooks invoice (so the recipient gets one email containing document and invoice)
2 votes -
Monday.com: automatically assign recipient
Option to automatically assign recipient to the role during document creation from Monday.com
4 votes -
Automatic currency conversion for CRM merged data when creating documents
When creating a document from a deal in the CRM automatically convert the currency. From one currency (euro) in CRM deal to another currency when creating proposals.
2 votes -
Link documents back to Zendesk Support
The option to link PandaDoc documents to Zendesk Support.
4 votes -
Ability to use Tax with Zoho Deals
Right now, Tax can only be used with Quotes in Zoho
2 votes -
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 -
3 votes
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2 votes
Hi,
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.
4 votes
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