1068 results found

1. Paperform

   paperform native integration: pull data from new submission to the doc

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2. upload document on version 2 within SalesForce

   upload document on version 2 within SalesForce

   <they need the "Upload" option to be available in "Create a new document" window within SalesForce on version 2 (not only one) >

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3. Zendesk Support Account Tokens

   Ability to pull account data from ZD support to PandaDoc.

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4. Storing CC infom
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5. Trigger Doucment creation via SFDC workflows

   Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

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6. Model popup when clicking privacy link in embedded view

   Warning that client is leaving the embedded signing experience when clicking on our privacy link.

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7. Link to SF option improvements

   The option to unlink and relink documents from all the SF objects.

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8. Let recipients invoice a sender
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9. Ability to get download links to the documents created via SDK
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10. Highspot

    Highspot integration

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11. Marking the documents that are used in an integration
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12. Ability to pull information about products from salesforce to a document as variables/tokens
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13. Global settings: Install Pipedrive for the whole organization
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14. Zero CRM

    Zero CRM Integration

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15. Zapier. Ability to update SF opp amount and products when a pricing in PD changes
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16. Pass formula fields from Freshsales with commas
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17. Freshsales Form

    Integration with Freshsales Form.

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18. Ability to push Price Lines from XRM as Base vs Optional

    Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

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19. SFDC. If a lead is converted to an opportunity link all documents in this lead to the new opportunity also.
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20. Pass product code automatically from Pipedrive
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