1063 results found

1. Edit Draft In Salesforce Window

   "As we are editing our proposal document within Salesforce, and we then leave it and want to revisit at a later date. If we click on the draft it takes us to Panda Doc directly, where as we simply want to keep editing it through our salesforce view. Can you assist? Below shows an image of our SF view, however clicking the draft takes us to PandaDoc. "

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2. OpenID connect

   Support OpenID connect via Oauth flows.

   1 vote

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3. Zapier keeps formatting of a pricing table description
   2 votes

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4. RESCO CRM

   RESCO CRM

   7 votes

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5. pass information from Zoho custom object
   17 votes

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6. Conditional Charging Logic

   The ability to do a surcharge for credit cards but not ACH

   7 votes

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7. The ability to sync both Native Pipedrive integration and Pipedrive Extension
   2 votes

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8. Google docs extension similar to word

   Have the same functionality as PD word extension but within Google docs

   5 votes

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9. Link Salesforce record expiration settings

   Link Salesforce record expiration setting to PandaDoc document

   3 votes

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10. Use Zoho for Australia
    2 votes

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11. Payment gateway with EasyPayDirect
    1 vote

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12. SFDC visibility across workspaces

    The ability to enable SFDC integration to all workspaces at the same time

    3 votes

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13. Two way sync for Stripe
    5 votes

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14. Pull user email address from Contact object in MS Dynamics

    Pull user email address from Contact object in MS Dynamics

    3 votes

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15. multiple choice with Zapier

    pull the information that client selected with multiple choice with Zapier

    8 votes

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16. Freshsales custom fields as tokens

    Make custom fields in Freshsales visible as PandaDoc tokens.

    3 votes

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17. 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 the various values,and then pick a Pandadoc template within Insightly, all fields are populated. That's great, but...we need the client to be able to fill in these fields in the Pandadoc document that gets sent to them and ultimately gets returned to us. This is a real problem.
    And, again, there is no way to explicitly associated the custom Opportunity.* variables we have created in Pandadoc with the Opportunity role. I guess we were under the impression that there was two-way communication between Insightly and Pandadoc. THis is very disappointing.

    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… more

    4 votes

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18. Bitrix24

    Integration with Bitrix 24

    10 votes

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19. Workable

    integration with workable

    3 votes

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20. attach the PDFs of the completed documents under Documents in an Opp record in Sugar
    1 vote

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