942 results found

1. Access PandaDoc through Teams within Dynamics app

   Have the ability to access PandaDoc by going through the Dynamics 365 app within MS Teams.

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2. SherpaDesk

   SherpaDesk integration

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3. ACT CRM

   Ability for PandaDoc to integrate with ACT CRM

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4. Glide Apps

   Glide Apps Integration

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5. Connect catalog in Quickbooks Online to PandaDoc

   Option to automatically update the Catalog in PandaDoc if product price, description, etc is changed in QB Online

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6. Markate CRM

   Integrate with Markate (CRM) or create a native PandaDoc automation.

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7. Dynamics 365 Product Bundles

   In Dynamics 365 if an included product is marked as a "bundle" (in Dynamics) the sub-items products (description, etc...) are not shown. Only the parent/top-level product name and description are displayed. As a Seller, I want the selected "bundled" product, to show descriptions of the included line-item in the quote.

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8. Payoneer Integration

   I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.

   Here are some key benefits of integrating Payoneer with Pandadoc:

   Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.

   Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are conducted in a secure environment. Integrating Payoneer into Pandadoc would provide an additional layer of security for payment transactions within the platform.

   Faster Payments: Payoneer facilitates faster cross-border payments compared to traditional methods. With this integration, Pandadoc users can enjoy quicker and more efficient payment processing, improving overall workflow speed.

   Enhanced User Experience: The integration of Payoneer would simplify the payment process within Pandadoc, offering users a more cohesive and user-friendly experience. This added convenience can contribute to higher user satisfaction and retention rates.

   Flexibility for Businesses: Businesses often deal with clients and partners across the globe. Payoneer's integration in Pandadoc would provide businesses with the flexibility to send and receive payments in a way that aligns with their global operations.

   I believe that integrating Payoneer into Pandadoc would be a strategic move, aligning with the growing demands of businesses operating in a globalized marketplace. It has the potential to attract more users and enhance the overall value proposition of Pandadoc.

   Thank you for considering this suggestion. I am confident that this integration would be a valuable addition to Pandadoc and greatly benefit its user community.

   I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.

   Here are some key benefits of integrating Payoneer with Pandadoc:

   Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.

   Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are… more

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9. Update records in SugarCRM when new documents are Signed in PandaDoc

   Update records in SugarCRM when new documents are Signed in PandaDoc

   https://pandadoc.zendesk.com/agent/tickets/604161

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10. Override MS Dynamics date variable settings with PandaDoc date settings

    Override MS Dynamics date variable settings with PandaDoc date settings

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11. Salesforce CPQ: Defining opp stage update at a template level.
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12. Pipedrive: map additional discount to the total discount in pricing table

    Option to show additional discount from Pipedrive in the total of the pricing table in PandaDoc

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13. Two way sync with Pipedrive

    Option for Pipedrive 2 way sync

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14. not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday

    not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday

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15. filter PandaDoc statuses in Salesforce

    filter PandaDoc statuses in Salesforce

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16. Two separate accounts connected to one Salesforce instance
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17. White-labelling of the T&C block under the signature

    Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used

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18. Template Revisions Endpoint

    Get revisions of the templates to see how they have been changing historically

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19. Template Thumbnails (embedding)

    Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
    Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

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20. Support native salesforce automation functionality like Flow and apex trigger
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