1072 results found
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Link more than one document to opportunity while syncing product updates (2-way) from PD to Salesforce
Client would like to have multiple quotes tie to Salesforce and if there are updates on products, for them to sync (2-way) from PD to SF and back to PD.
1 vote -
1 vote
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Sync Pricing Table with Hubspot Deal Amount
It would be very useful to have synchronized the value of a pricing table (MRR) with the Deal Amount in Hubspot for a better understanding of the weighted forecast / pipeline.
Thanks1 vote -
Financial Force
Integration with Financial Force
1 vote -
Salesforce Marketing Cloud
Salesforce Marketing Cloud integration
1 vote -
MD-Staff
MD-Staff integration
1 vote -
DoD reader
to create a digital signature with a DoD reader through PandaDoc
1 vote -
Split lines on Zapier
Zapier currently pulls recipient info from pandadoc onto the same line making it impossible to use data from an individual recipient
1 vote -
Cisco WebEx
Integration with Cisco WebEx
1 vote -
1 vote
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Mirror custom product orders from SFDC in Pricing Table
Mirror custom product order when synced to PD Pricing table.
1 vote -
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 -
Drift + PandaDoc
PandaDoc + Drift.com would provide a huge value to customers.
PandaDoc customers would receive notifications when prospects are viewing a proposal and answer questions directly within chat.
Customers could be routed to the representative that sent the proposal.
CRM would reflect both interactions providing teams with better insights on messaging.
1 vote -
1 vote
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Ability to pull products from Insightly
Insightly integration doesn't allow the customer to pull products (they have had to do their own API integration); was told by Insightly that it had to do with us still being on the old version of their API
1 vote -
Sellsy
Have the native integration between PandaDoc and Sellsy
1 vote -
Drive CRM
Integration with Drive CRM
1 vote -
1 vote
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GetHired
HR platform used for onboarding new employees. Would be nice to create documents from here and pull in the new employee info.
1 vote -
HMAC 512 version for Webhooks
On our side we're able to read only HMAC signatures in version 512 but you offer only HMAC-256. Are you able to bump-up the HMAC version (or add as another option) or enable option for send custom header with any kind of secret string for verify webhook?
1 vote
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