1014 results found
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Nutshell CRM: Cross-Object Variables
The option to use cross-object variables in Nutshell, such as pulling variables from the People object when creating a document from the Company object.
2 votes -
Integration with Productive
Would be nice to automatically update project status to confirmed when documents are signed
1 vote -
Add recipient link instead of internal document link to the Active Campaign
add recipient link instead of internal document link to the Active Campaign
2 votes -
Block iFrame or or show a warning sign if PD WS is not connected to SalesForce
We do not "block" the iframe inside Salesforce if the integration is not connected in the workspace. However, it is also important not to show anything in the SF iFrame if the WS is not linked.
2 votes -
EU Server integration with Zapier
Offer the option to use Zapier with the EU server
4 votes -
Individual Template Buttons with Page Layout Visibility on Salesforce Record Page
Have individual buttons for each template on the record page and have visibility on the page layout of these templates, instead of the current one where the PandaDoc module just shows the selection of templates where users can select from.
1 vote -
Salesforce: sync subtotal from PandaDoc to opportunity
I would like to know if it's possible to sync the Subtotal field from a PandaDoc template with the Opportunity Amount field in Salesforce. Ideally, when a new template is created/updated in PandaDoc, the subtotal would automatically update the opportunity amount in Salesforce.
4 votes -
Reporting based on integrations
Ability to have a report based on integrations: show which document was created from which integration, in which workspace these documents are located, etc
1 vote -
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
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