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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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997 results found

  1. Option to Set up trigger for opportunity amount in SF

    Option to Set up trigger for opportunity amount in SF

    1 vote

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  2. Athena health

    The client is requesting the integration with https://www.athenahealth.com/

    1 vote

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  3. move template from production to staging without retagging fields

    Ability to move templates without having to retag the fields

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  4. Zoho CRM Tokens button

    1 vote

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  5. add products to document via Zoom

    1 vote

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  6. Ability to hide PandaDoc module in Copper

    Ability to hide PandaDoc module in Copper

    1 vote

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  7. Pricing Table Mapping for SalesForce Contracts and Contract products

    1 vote

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  8. I would like to be able to have my completed PandaDoc's move to the Atachments section within 'Deals' in the Zoho CRM

    I would like to be able to have my completed PandaDoc's move to the Attachments section within 'Deals' in the Zoho CRM.

    1 vote

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  9. Add default role to PandaDoc package for Microsoft Dynamics with access to the table "PandaDoc Tokens Mapping"

    1 vote

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  10. QuickFee

    integration with QuickFee payment solution

    1 vote

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  11. Pass line items as numbers not array strings to Zapier

    1 vote

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  12. Document creation on the account level

    1 vote

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  13. Financial Force

    Integration with Financial Force

    1 vote

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  14. Salesforce Marketing Cloud

    Salesforce Marketing Cloud integration

    1 vote

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  15. MD-Staff

    MD-Staff integration

    1 vote

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  16. DoD reader

    to create a digital signature with a DoD reader through PandaDoc

    1 vote

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  17. Cisco WebEx

    Integration with Cisco WebEx

    1 vote

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  18. TAGS are not pass over using Zapier

    1 vote

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  19. Mirror custom product orders from SFDC in Pricing Table

    Mirror custom product order when synced to PD Pricing table.

    1 vote

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  20. Linking the contact role in D365 to the role on the template

    Linking the contact role in D365 to the role on the template

    1 vote

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