1114 results found
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[Monday] Recipient mapping
It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.
5 votes -
Clio
A very popular software that the legal industry uses is Clio. It's essentially their version of a CRM. We unfortunately do not have a native integration with Clio. The only way to connect us with them is through a third party such as Zapier which adds complexity to a workflow. Lawyers are one of the few professions that are willing to spend the extra money to make their lives easier. While speaking with a law office today, they loved our product and all that it could do, but since we lack the native integration with Clio, there's a good chance…
5 votes -
Have a Zapier trigger where it can collect files from a PandaDoc upload files field.
Have a Zapier trigger where it can collect data from a pandadoc upload files field. For example, into a Google Drive.
5 votes -
Google Calendar
Ability to integrate with Google Calendar to use automation like sending documents.
5 votes -
Salesforce Contact role additional Fields mapping
Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code
5 votes -
Hibob HR Software
Hibob HR Software integration
5 votes -
Add Webhooks for Templates
Add Webhooks for Templates, following the existing pattern for Documents.
Events:
Create
Update | following version history
Delete
Usage5 votes -
5 votes
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Switch workspaces in MS Dynamics
Need to be able to switch workspaces inside MS Dynamics integration without opening PandaDoc in a new tab to improve efficiencies for their teams.
5 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!
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Generate a variable for formula columns in monday.com
The formula variable is missing from the list of variables available on PandaDoc, to populate from monday.com to PandaDoc, to just populate the final output number of the formula.
5 votes -
Manage integrations via Integrately
To have the option to directly manage integrations via Integrately.
5 votes -
Stax
Integration with Stax payment gateway
5 votes -
checks with Quickbooks
collect checks with Quickbooks
5 votes -
Created by in salesforce should be the document creator
when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration
5 votes -
5 votes
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Sort templates shown when creating documents via CRM integrations
Sort templates when creating documents via CRM integrations by Title, etc.
5 votes -
Ability to select multiple pricing tables in zapier.
Ability to select multiple pricing tables in zapier.
5 votes -
The ability to update monday.com variables automatically.
For example, the customer may add a variable, or update a current one, and would like the ability to not have to enter the information manually.
5 votes -
Sequence number visible in Pipedrive integration document list
We would like to have visibility on the sequence number of the documents in the document list. At the moment you can only see the document name which is not enough information for us and requires us searching Pandadoc to find out the number.
5 votes -
Link documents to MS Dynamics CRM objects.
Link creation with MS Dynamics.
5 votes
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