963 results found
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Remove/turn off the "most recently used" templates option in Pipedrive
remove/turn off the "most recently used" templates option in Pipedrive
2 votes -
Change document value via Zapier
Change document value via Zapier
1 vote -
Integrate with Tabby System
Ability to integrate with Tabby System
5 votes -
Ability to use the collect card details field in relation to Chargify/Maxio
Ability to use the collect card details field in relation to Chargify/Maxio.
Currently, you can only use this field with Stripe.4 votes -
Import from CRM option for sent and viewed documents
Option to update values from Salesforce via Import from CRM option for sent and viewed documents
1 vote -
Gmail integration: import a non-pdf
import non-PDFs through the Gmail plug-in
1 vote -
Gmail extension: Create documents
I just installed the GMail extension, but it only works if there is a PDF attachment in the email. Could you add a feature to be able to generate documents from the plugin?
1 vote -
Send documents in Zendesk Support without being redirected to the PandaDoc website
The ability to send documents created via the Zendesk Support integration in the Zendesk view without being redirected to a PandaDoc web window.
1 vote -
1 vote
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Redmine
Integration with Redmine
1 vote -
Workbooks
Integration with workbooks
1 vote -
Hide empty rows from a table automatically
A way to hide fields/rows of text in a document (created from a template) that are pulling data from Zendesk via variables if that particular field is empty.
1 vote -
2 votes
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Sync Pipedrive contacts with PandaDoc
sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level
2 votes -
Automations: send a document when a new lead in generated in Pipedrive
Option to send a PandaDoc document when a new lead in generated in Pipedrive
1 vote -
PandaDoc <> Insightly: pre-assign the recipient
I want to have the signers be automatically populated in theory respective roles on creation of the doc when I click the button and select the template without having to manually add each signer. I want this to populate based on a role or other field on the contact in Insightly. I want the sender/second signer to automatically populate from the owner of the opportunity.'
2 votes -
Access PandaDoc through Teams within Dynamics app
Have the ability to access PandaDoc by going through the Dynamics 365 app within MS Teams.
1 vote -
SherpaDesk
SherpaDesk integration
1 vote -
ACT CRM
Ability for PandaDoc to integrate with ACT CRM
1 vote -
Glide Apps
Glide Apps Integration
1 vote
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