993 results found
-
2 votes
-
Integration with Rexx Systems
Native integration with HR Management System Rexx Systems
2 votes -
Dataforma
Integrate with Dataforma's AP
1 vote -
[Salesforce] option to assign an approver for the document from SF
I would like to be able to assign an approver (from an approval group or just to a step) on a document created from Salesforce - but I would like to assign this approver automatically based on a field in Salesforce
3 votes -
Integration with Knowify.
Integration with Knowify.
1 vote -
Cash App integration for payment option
Cash App integration
3 votes -
Guidewire Integration
Guidewire Integration to implement integrations between InsuranceSuite and third party apps
2 votes -
Option to sort PandaDoc folders by most used in Microsoft Dynamics
Option to sort PandaDoc folders by most used not by recently added in Microsoft Dynamics
2 votes -
2 votes
-
Pass currency from various objects in Salesforce, not only Opportunity
We have pricing tables based on other objects (e.g. quotes, orders, custom objects). The recently released solution which passes currency from Salesforce opportunities to PandaDoc documents is nice, but it does not cover our needs. We don't create any pricing tables from Opportunities. Also, basing currency on the user's locale is not a solution for us, as currencies are product-specific, not user-specific. And it would be ideal to minimize the number of templates we need to create by having the currency automatically passed through.
(here is the link to the recently delivered idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40965565-pricing-table-currency-based-on-salesforce-opportu)
3 votes -
Update Salesforce opportunity when the first recipient signs the document
Update Salesforce opportunity when the first recipient signs the document
2 votes -
Payment Integration with The Merchant Source
Payment Integration with The Merchant Source
2 votes -
Ability to set up the document currency based on the deal currency in a CRM
Ability to set up the document currency based on the Zoho CRM field.
2 votes -
Sign documents directly on Monday.com
The ability to sign documents in CRM iFrames without having it open a new tab.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:
- Open your task on Monday.com and click on the item you’d like to create a document from.
- Select the Settings icon under the PandaDoc widget, then select Modal view from the drop-down.
As a result, when you create a document, you will remain in Monday.com and will not be redirected to a new page.
-
Company Cam Integration
The option to integrate PandaDoc with the app called Company Cam.
2 votes -
PandaDoc notary in Brazil
Notary in Brazil
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. 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!
-
Box.com integration
Integrate with Box.com
2 votes -
Integration with AgencyBloc
AgencyBloc (a CRM for insurance brokers)
2 votes -
Salesforce: integrate with Asset object
Add Assets to the objects supported by the SFDC integration.
2 votes -
ConvertCalculator integration
ConvertCalculator integration
2 votes
- Don't see your idea?