989 results found
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Ability to keep the template currency when importing products from Pipedrive.
Ability to keep the template currency when importing products from Pipedrive.
1 vote -
Formstack integration
Formstack integration
2 votes -
2 votes
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Nutshell Integration for EU server
The Nutshell integration to be made available for accounts in the EU server.
1 vote -
1 vote
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Integrate Survey Monkey or other Quiz apps
Native integration with Survey Monkey or apps for quizzes.
1 vote -
'Document Deleted' trigger for Zapier
I'm using Zapier to add all new agreements created to an Airtable (so agreements can be linked to projects, clients etc), and I'm having to spend time manually deleting any agreements in Airtable that have been deleted in PandaDoc. I'm able to update Airtable records when an agreement's status changes (such as viewed --> completed), but not when it is deleted.
2 votes -
Ability to connect Authorize.net sandbox environment.
Ability to connect Authorize.net sandbox environment.
1 vote -
Stripe - Support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods
PandaDoc to support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods through Stripe.
2 votes -
Connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement
connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement
1 vote -
Vue.js Framework integration
Vue.js Framework integration
2 votes -
Decimal places in Salesforce tokens
Decimal places in Salesforce tokens, have more than 2 numbers after decimal
1 vote -
Automatically link duplicated documents to the same CRM record
The feature that will automatically link duplicates of documents created via CRM integration to the same CRM record.
1 vote -
Map several fields from Salesforce with one field in PandaDoc
Option to map one field in PandaDoc with several fields in Salesforce, for example, pull contact first and last name fields from SF to one text field in PandaDoc document
1 vote -
Show Deal number (unique ID) when linking a document to pipedrive
When creating a document in pandadoc and then linking manual to pipedrive, we can search by the deal name but sometimes we have legitimately duplicated deal names. The deal number is the unique identifier but I can't see that from pandadoc. It would be nice to filter the list based on status in pipedrive (ie - ignore anything that's already closed out) or to see the deal number as well. I sometimes have to go into pipedrive, manually edit the deal name of the deal I want to link to (add a 1 at the end for example), search in…
2 votes -
Ability to pull specific content builder blocks from PandaDoc to SalesForce.
Ability to pull specific content builder blocks from PandaDoc to SalesForce. Use case:
Statements of Work are created with a series of tasks built from content blocks in the content library. Each content block can contain a "task." Ideally, this list of tasks or content blocks should be sent to SalesForce to populate another system for project management.1 vote -
[Active Campaign] Add the ability to set up PandaDoc as trigger and action at the same time
Add the ability to set up PandaDoc as trigger and action at the same time.
1 vote -
[Active Campaign] Add all the contacts related to the deal to the document created
Add all the contacts that are related to the deal to the document and attach the newly created document under each contact in Active Campaign in PandaDoc Documents section.
1 vote -
Add the recipient's link to the corresponding Salesforce opportunity
Link the recipient signing link to the corresponding Salesforce opportunity
2 votes -
Ability to to pre-fill the SF Opportunity/Custom object ID to a PandaDoc document URL.
Ability to to pre-fill the SF Opportunity/Custom object ID to a PandaDoc document URL.
1 vote
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