1053 results found
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[Integration feature] Map items from Quickbooks to Pricing table and Advanced Quotes
- Will allow the user to pass / sync items from quickbooks to PD pricing table / Advanced quotess
1 vote -
1 vote
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Webhook for entire account
I'm building up our workspace structure whilst integrating Pandadocs with our internal systems. I have a Webhook working at the top Workspace level but have noticed it isn't triggered at the child workspace level.
I've looked at the integrations for the child workspaces and there are no webhook entries. I've viewed the parent webhook, and there's no option to share this across workspaces.
Is it possible to have a webhook triggered across our entire account? Or would I need to setup a webhook for every single workspace?
1 vote -
Pulling related lists from Microsoft Dynamics
Pulling related lists from Microsoft Dynamics. The client has a related list attached to the Quote record and would like to pull the information from it to the PandaDoc document.
1 vote -
Cross-object population for Microsoft Dynamics
The client is using Quote as the main object however he would like to pass the values from the fields that are located at the Product object level.
1 vote -
Planning Center
Would like to see a supported PD integration with Planning Center.
1 vote -
Pipedrive released a new feature (see description for details)
Pipedrive released a new feature that allows to enable or disable products when selecting them for a deal (SEE image 1) - when the Pandadoc is created, deselected products are still passed into the Pandadoc pricing table, regardless of toggle (SEE image 2).
This is unintended behavior, can a fix or patch be made to the integration component to filter our products that have been disabled?1 vote -
Fields in the webhook response to appear in the alphabetical order
Fields in the webhook response to appear in the alphabetical order. At the moment they are listed randomly.
1 vote -
Check Box in PandaDoc based on Salesforce Selection
Check box in PandaDoc based on selection in CRM (custom property from dropdown in Salesforce)
1 vote -
Ruby SDK
Official Ruby SDK for PandaDoc
1 vote -
Show documents created via Zapier in Monday.com
Option to show documents that are submitted automatically with Zapier in the PandaDoc module in Monday.com board.
1 vote -
Confluence
Integrate with Confluence to add digital signatures to Confluence pages.
1 vote -
1 vote
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Orecs
Integration with Orecs
1 vote -
1 vote
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Use custom fields from Sugar CRM in merge rules
Option to use custom field from Sugar CRM in the merge rules
1 vote -
1 vote
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Contract created from the Opportunity in SF to become a separate independent object you can link pandadoc documents to since the opportunity
Contract created from the Opportunity in SF to become a separate independent object you can link pandadoc documents to since the opportunity becomes irrelevant on the stage where the client has already agreed to sign the Contract.
1 vote -
Pandapay
Integration with PandaPay payment gateway
1 vote -
1 vote
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