997 results found

1. Dynamic document owner: Allow Zapier to change document owner

   Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. Bitrix24

   Integration with Bitrix 24

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3. Capsule CRM

   Integration with Capsule CRM

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4. Suite CRM

   Integration with Suite CRM

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5. Create documents through Pipedirve on the PD mobile app.

   PanadaDoc App - PipeDrive App Integration.

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6. Pass data to Monday.com

   Customer would like to have the ability to pass data from a completed document field signed by their clients to Monday.com

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7. Power Automate

   Power Automate integration

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8. [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.

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9. Import / Update contacts in PandaDoc using Zapier (across all workspaces)

   Import contacts in PandaDoc using Zapier (across all workspaces)

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   Idea  ·  Lindsey Schocke responded

   
   

10. Ability to save bundled documents separately within Salesforce

    Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.

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    Idea  ·  Lindsey Schocke responded

    
    

11. Zelle Payment Gateway
    9 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. separate sandbox vs production webhooks

    way to control, limit, or identify when a webhook is being sent for a test document vs a production one

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Integration with screen readers (Jaws - a screen reading app)
    9 votes

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14. Automatically add Pipedrive custom product fields to pricing table

    Automatically add Pipedrive custom product fields to pricing table

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15. Bill.com

    Ability to connect with Bill.Com

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16. pull the value to variables with Zapier

    pull the value to variables with Zapier

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17. Shopify Product sync

    Would love to see the ability to pull product info from Shopify.

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18. contact's variables in variable list in the Opportunity in Salesforce

    having contact's variables in variable list in the Opportunity in Salesforce

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19. Smartsheet

    Integration with Smartsheet

    9 votes

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20. Stop auto-population of recipients in Salesforce

    Ability to disable the auto-populations of recipients in SFDC

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