956 results found
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HighLevel
Integration with HighLevel
4 votes -
Great America Financial
Allow offer for financing through Great America Financial. Finance calculation based on total quote.
1 vote -
description of the pricing table item transferred to Xero invoice
description of the pricing table item transferred to Xero invoice
3 votes -
sync Document.Value with the Amount field in Salesforce
sync Document.Value with the Amount field in Salesforce
4 votes -
Change checkbox fields values to numerical instead of true/false in a zap
option to change checkboxes from True/False to numerical values instead, ie. 1 and 0 when exporting data from PandaDoc docs via Zapier
2 votes -
Dropbox
A direct integration with Dropbox which will allow users to access it via Settings > Integration in a workspace.
3 votes -
1 vote
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LACRM
Integration with LACRM
2 votes -
Google Slides
integration with Google Slides
6 votes -
Dacast.com
Video integration with Dacast.com
1 vote -
2 votes
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ATS
Intergrations with ATS, (Paycor)
3 votes -
Remove the "most recently used" templates option in Salesforce
This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.
1 vote -
Shopify Product sync
Would love to see the ability to pull product info from Shopify.
7 votes -
PipeDrive connection
The option to set up 1 PandaDoc user to several Pipedrive accounts.
17 votes -
salesforce: select products you want to appear in pricing table from the opp
SFDC Integration: any way to filter the products on a quote to be included on the contract. i.e. have 6 products on opp but only want to show 5. For example, want SLA to be included on opp as product but don't need that pull into product table. Workaround is using mapping products feature but still too much human error to count on sales reps to delete the product. Other workaround is approval workflow for manager to QC product is removed. Ideally want logic they can set up to take care of this so it's just automated
4 votes -
Pass address fields from Freshsales to Pandadoc
When you select the Contact while creating the doc in FreshSales via the Panda Integration, it pulls in what you said....so they just need to added address fields....thanks!
8 votes -
1 vote
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Attachments to PD docs in Zapier
Attach a file to the created PandaDoc document via Zapier.
Example: step 1 - some system creates document (invoice) and step 2 - the document is being created in PandaDoc and the first document is being added as an attachment.2 votes -
2 votes
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