1071 results found
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1 vote
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Daylite CRM
Native integration with Daylite CRM
1 vote -
Pull graphs from Tableau
Wanted more of an out of the box solution and will revisit this later this year. Requested we pull graphs from tableau for Reps to show audit results on site. Not within out limits.
1 vote -
zapier multiple senders
Theoretically you can add a CC to any created document on Zapier pulling the form from Hubspot. But in reality Pandadoc do not allow to send the document in CC while the creation was initiated visa Zapier. Need to allow CC recipients in Pandadoc when trigger by a zapier task.
1 vote -
Etapestry
Iintegration with Etapestry
1 vote -
1 vote
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BombBomb
Integrations with QB, Bomb bomb
1 vote -
Dynamically pull images/field data from LogicGate program
Dynamically pull images/field data from LogicGate program
1 vote -
Remove card details field for users
Have the option to remove/hide card details field for users to add to docs.
1 vote -
SFDC - Prevent document based on a field or stage
Hide the "New Document" button on the pandadoc widget based on some field logic or opportunity stage.
1 vote -
Toast POS
Toast Restaurant POS integration
1 vote -
Zendesk Sell pull more contact variables(tokens)
At the moment only the first name, last name, email, company and phone of a contact could be pulled from Zendesk cell into PandaDoc (doesn't matter if a document is created from a deal or contact). It is possible to pull street, postal code and city only using the tokens from a gear icon when a document is created from a deal (for example, [Contact.City]). The feature request is to be able to pull those fields (city, postal code, street, etc.) for any contact
1 vote -
Separate Google Drive per User
Allow each user to upload from separate google drive accounts rather than the same google drive account
1 vote -
MeridianLink
Lost a 100 user customer due to not having a direct integration
1 vote -
ArchiOffice
Integration with ArchiOffice
ArchiOffice is a project management software for accountants. https://www.bqe.com/products/archioffice1 vote -
Sales Screen
Sales Screen Integrations
1 vote -
1 vote
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automatically change the values coming from SFDC to the pricing table (e.g abbreviations)
we should be able to automatically change the name of the SF products in the pricing tables. For example if we have a product called EC in SF can we have it displayed as Employee compliance in the pricing table when this is pulled in
1 vote -
RevTrak
Integration with RevTrack
1 vote -
1 vote
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