955 results found
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multiple choice with Zapier
pull the information that client selected with multiple choice with Zapier
8 votes -
Freshsales custom fields as tokens
Make custom fields in Freshsales visible as PandaDoc tokens.
3 votes -
2-way sync with Insightly
As I mentioned, if all the data is in INsightly beforehand, everything works fine. However, that doesn't work with our workflow, where we prefer to have the client enter certain information.
IT's not for confidentiality purposes...we want to put the burden of entering credit card and bank information on them because, if they make a mistake, it's their mistake, not ours.
That's what we're doing now. Insightly did not have the custom fields we needed for credit card and bank information, so we added them to their Opportunity object. When we create a new Opportunity in Insightly and fill in…4 votes -
Bitrix24
Integration with Bitrix 24
10 votes -
Workable
integration with workable
3 votes -
1 vote
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15 votes
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3 votes
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5 votes
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Microsoft 365
Microsoft 365 integration
7 votes -
if-condition tokens / Pipedrive
Make a "if-condition" for the tokens-variables from Pipedrive.
An example would be:
If [Deal.ContactPerson.Email] is Empty then some condition comes.1 vote -
Update Opportunity Products trigger should ignore any documents added to this Opportunity that change their status after Opp is closed
Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.
2 votes -
Pull values to Pricing Table custom columns via Zapier
At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.
5 votes -
[Reporting] Salesforce Activity
Salesforce reporting feature with PandaDoc integration.
7 votes -
Hiding the banner of the document when embedding through an iFrame
Hiding the banner of the document when embedding it through an iFrame
7 votes -
5 votes
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Pull Salesforce documents under Notes&Attachments into PandaDoc
Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments
2 votes -
1 vote
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Add Document declined trigger event in Zapier
2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?
1 vote -
1 vote
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