953 results found
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Disable auto-population of contacts associated with a deal in Pipedrive to the recipient on a template by template basis
We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.
3 votes -
2 votes
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4 votes
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1 vote
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1 vote
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Deal owner not included as CC
The option to not include Deal owner as CC recipient if creating document from Pipedrive.
3 votes -
MS Dynamics: Stakeholder recipient support
Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.
2 votes -
update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again
update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again
3 votes -
add product Tax on the Deal Products in pipedrive
ability to add product Tax on the Deal Products level in PD template
4 votes -
Freshsales Form
Integration with Freshsales Form.
1 vote -
Zoho PandaDoc Documents Section
Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.
6 votes -
2 votes
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More Copper Variables
Additional Copper Variables to be put in a PandaDoc template.
7 votes -
Ability to push Price Lines from XRM as Base vs Optional
Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item
1 vote -
Tokens cross-object population for Salesforce
Tokens cross-object population for Salesforce.
28 votes -
1 vote
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2 votes
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1 vote
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8 votes
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Close.io
Integration with Close.io
79 votesHi there! Thank you for submitting your idea. We aren’t planning on building the integration with Close.io into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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