1068 results found
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Connect Multiple Quickbooks Account
-Connect a specific Quickbooks Account per workspace simultaneously or
-Select a specific Quickbooks account in PandaDoc4 votes -
1 vote
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import a previously completed proposal into a new opportunity in ZOHO
import a previously completed proposal into a new opportunity. For example. We often have service agreements that renew yearly. The proposal typically does not change much other than the price or minor scope changes. If we could import the previous years document into the renewal opportunity it would save us from having to completely re-create the proposal or having to copy and pate it all into a new doc.
2 votes -
Salesforce automation
we are looking at expanding our use of PandaDoc and were thinking about using the system to send our Surveys/Feedback forms.
If the survey has a positive feedback (would define a specific criteria for that), is it possible to automatically create a new Opportunity from this survey? Or is it limited now to only UPDATE an existing opportunity status based on the documents status?2 votes -
Halo CRM
Halo CRM integration.
1 vote -
Automations for Microsoft Teams: upload a document to a specific channel/folder upon its completion.
1 vote -
Expose a variable to Zapier without setting it as a text block on the document itself
Option to pass values from variables that are not used in a document to Zapier.
2 votes -
Automations: attach PDF to HubSpot Contact and Company object
When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)
9 votes -
Google sheets integration: setup document name
Option to setup the document name and include the recipient's name, so the document name, for example, is shown as Endorsement Agreement - John Smith
2 votes -
See the recipient's details in the 'document.viewed' webhook.
To have the option for Webhook to expose an IP or recipient details of who viewed the document.
4 votes -
Account objects in Freshsales
Account objects in Freshsales
1 vote -
3 votes
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Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams
Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams
1 vote -
PandaDoc in Salesforce Financial Service cloud
Adding PandaDoc module to Salesforce Financial Services Cloud
1 vote -
SecurityTrax
Ability to integrate with SecurityTrax
3 votes -
Google Calendar
Ability to integrate with Google Calendar to use automation like sending documents.
5 votes -
Ability to pass recipient job title via salesforce to a template role
Ability to pass recipient job title via salesforce to a template role
2 votes -
2 votes
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Option in SFDC to have a specific line item that pulls in "hide"
- Will allow the user to pull specific items in SFDC in hide or either the entire list of line items pull in from salesforce, or none
1 vote -
Change invoice billing currency
Change invoice billing currency ( Recurly )
2 votes
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