629 results found
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if-condition tokens / Pipedrive
Make a "if-condition" for the tokens-variables from Pipedrive.
An example would be:
If [Deal.ContactPerson.Email] is Empty then some condition comes.1 vote -
Receive invoices for accounts with Automatic collection method
I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.2 votes -
InfusionSoft / Keap
Integration with InfusionSoft / Keap
8 votes -
5 votes
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WaveApps
WaveApps to create and send invoices for integration
2 votes -
More Copper Variables
Additional Copper Variables to be put in a PandaDoc template.
7 votes -
1 vote
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Ability to format custom product fields from Salesforce
Ability to pass custom product fields from Salesforce as currency.
5 votes -
Add Document declined trigger event in Zapier
2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?
1 vote -
Paperform
paperform native integration: pull data from new submission to the doc
1 vote -
Zoho Invoice
Zoho invoice integration.
4 votes -
TaxJar
TaxJar integration
2 votes -
Pass checkbox fields from Pipedrive into PandaDoc
Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.
4 votes -
Payment gateway for Converge Pay processed by Elavon
Payment gateway for Converge Pay processed by Elavon.
2 votes -
Create documents through Pipedirve on the PD mobile app.
PanadaDoc App - PipeDrive App Integration.
10 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
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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
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