1057 results found
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Pull currency symbol into the text column from CRM to PandaDoc
Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)
1 vote -
1 vote
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change the HubSpot deal status when the document is approved
change the HubSpot deal status when the document is approved
2 votes -
remove/turn off the "most recently used" templates option in Pipedrive
remove/turn off the "most recently used" templates option in Pipedrive
2 votes -
Change document value via Zapier
Change document value via Zapier
1 vote -
Integrate with Tabby System
Ability to integrate with Tabby System
1 vote -
2 votes
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pass information from PandaDoc to HubSpot
Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.
2 votes -
Pass values from HubSpot if the field is not added to About this deal section
Option to pass values from HubSpot custom fields that are not displayed in the "About this deal" section of the deal
1 vote -
1 vote
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Ability to use the collect card details field in relation to Chargify/Maxio
Ability to use the collect card details field in relation to Chargify/Maxio.
Currently, you can only use this field with Stripe.1 vote -
Import from CRM option for sent and viewed documents
Option to update values from Salesforce via Import from CRM option for sent and viewed documents
1 vote -
Gmail Plug in - import a non-pdf
import non-PDFs through the Gmail plug-in
1 vote -
1 vote
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Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template.
Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template
1 vote -
Send documents in Zendesk Support without being redirected to the PandaDoc website
The ability to send documents created via the Zendesk Support integration in the Zendesk view without being redirected to a PandaDoc web window.
1 vote -
1 vote
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Redmine
Integration with Redmine
1 vote -
Workbooks
Integration with workbooks
1 vote -
Hide empty rows from a table automatically
A way to hide fields/rows of text in a document (created from a template) that are pulling data from Zendesk via variables if that particular field is empty.
1 vote
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