612 results found
-
2-way synchronization with Copper
2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?
6 votes -
Refund option via PandaDoc
Refund option via PandaDoc.
9 votes -
Zendesk Support Account Tokens
Ability to pull account data from ZD support to PandaDoc.
1 vote -
11 votes
-
Disable auto-population of contacts associated with a deal in Pipedrive to the recipient on a template by template basis
We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.
4 votes -
4 votes
-
2 way sync for Close
2 way sync for Close
3 votes -
Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table
Pricing Table: Predefined tokens (#2 need)
Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.2 votes -
Document forwarding
CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record
2 votes -
9 votes
-
Bind PD documents to be seen on the Microsoft Dynamics 365 forms
Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.
3 votes -
add product Tax on the Deal Products in pipedrive
ability to add product Tax on the Deal Products level in PD template
4 votes -
3 votes
-
Dynamic fields when pulled from Salesforce
Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.
7 votes -
7 votes
-
Support Worldpay payment gateway
so we use world pay
we cant link that to your app2 votes -
6 votes
-
Attach PDFs to Accounts in Salesforce When Creating From Opp
When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.
7 votes -
Deal owner not included as CC
The option to not include Deal owner as CC recipient if creating document from Pipedrive.
3 votes -
update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again
update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again
3 votes
- Don't see your idea?