1061 results found
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7 votes
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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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Paperform
paperform native integration: pull data from new submission to the doc
1 vote -
Add PandaDoc component to SalesForce community page
Be able to add PandaDoc component to SalesForce community page
13 votes -
6 votes
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Basecamp
Native integration with Basecamp https://basecamp.com/
2 votes -
contact's variables in variable list in the Opportunity in Salesforce
having contact's variables in variable list in the Opportunity in Salesforce
9 votes -
Extend Zapier functionality
Improve Zapier functionality with new features, like tracking certain info, etc.
11 votes -
Pass line item description formatting from SFDC
Pass the complex line item description formatting from Salesforce to PandaDoc
6 votes -
MS Dynamics two-way sync (2-way sync)
Looking for PD and MS Dynamic to have a 2 way sync
25 votes -
Microsoft Power Bi
Integration with Microsoft Power Bi
8 votes
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