1123 results found
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Deal owner not included as CC
The option to not include Deal owner as CC recipient if creating document from Pipedrive.
1 vote -
Stakeholders are supported in the integration with MS Dynamics
Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.
2 votes -
pass category field from ZOHO product into pandadoc pricing table
pass category field from ZOHO product into pandadoc pricing table
5 votes -
2 votes
Hello everyone!
Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
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4 votes
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update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again
update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again
3 votes -
Pass contract terms information into Stripe
The ability to pass custom information about terms from the contract into the payers Stripe account to easily look up pricing changes in Stripe rather than going back through the original contract.
4 votes -
add product Tax on the Deal Products in pipedrive
ability to add product Tax on the Deal Products level in PD template
3 votes -
Pass Recurring fees from Hubspot to PandaDoc
Recurring fees pull from Hubspot.
9 votes -
Integration with Freshsales Form.
Integration with Freshsales Form.
1 vote -
Zoho PandaDoc Documents Section
Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.
4 votes -
2 votes
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More Copper Variables
Additional Copper Variables to be put in a PandaDoc template.
5 votes -
Ability to push Price Lines from XRM as Base vs Optional
Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item
1 vote -
Tokens cross-object population for Salesforce
Tokens cross-object population for Salesforce.
19 votes -
1 vote
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2 votes
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Expiration Date via API
The option to set and change expiration date via API.
17 votes -
1 vote
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8 votes
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