1177 results found
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Set Exclusion Rules for Salesforce Status Triggers
Set Exclusion Rules for Salesforce Status Triggers
2 votes -
1 vote
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automatic collection - stripe
automatic collection - stripe
help collect payments that may have otherwise been unsuccessful
2 votes -
1 vote
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1 vote
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Add QES toggle setting to Templates
Add QES toggle setting to the Template level, and then allow it to be reviewed/altered during the "DOCUMENT SEND" UI.
1 vote -
Add QES toggle as input parameter to the SEND endpoint
The QES toggle is available interactively, from the "DOCUMENT SEND" UI. To support similar, API-based use cases, add a QES toggle as input parameter to the SEND endpoint
3 votes -
Option to remove watermarks from Documents generated from Free Sandbox
Option to remove watermarks from Documents generated from Free Sandbox.
Will allow the user to remove watermarks from Documents generated from Free Sandbox.
1 vote -
Use custom fields from Sugar CRM in merge rules
Option to use custom field from Sugar CRM in the merge rules
1 vote -
Ability to update 'grand_total" using API.
It would be helpful to have the ability to update 'grand_total" in a document using API
1 vote -
Integration with ServiceNow
ex. tokens, fields, and custom data points
sync/trigger: When a SOW IS SENT - can it close out a task in ServiceNow and upload a completed document into SN for everyone to view.
Current workflow:
documents start in Sharepoint - modified by team, then PD created outside of ServiceNow then pushed into ServiceNow when completed.4 votes -
zoom functionality to the embedded iframe
- Will allow the user to use zoom functions in embedded IFrame
1 vote -
1 vote
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Contract created from the Opportunity in SF to become a separate independent object you can link pandadoc documents to since the opportunity
Contract created from the Opportunity in SF to become a separate independent object you can link pandadoc documents to since the opportunity becomes irrelevant on the stage where the client has already agreed to sign the Contract.
1 vote -
1 vote
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1 vote
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Allow for Catalog Items to be inserted, updated and deleted through the API.
Allow for Catalog Items to be inserted, updated and deleted through the API.
5 votes -
Switch workspaces in MS Dynamics
Need to be able to switch workspaces inside MS Dynamics integration without opening PandaDoc in a new tab to improve efficiencies for their teams.
3 votes -
Automations for Monday CRM.
Automations for Monday CRM.
3 votes -
Push Tax from Hubspot to PandaDoc
Push Tax from Hubspot to PandaDoc
1 vote
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