1072 results found

1. Providing Awareness of envisionLXPJ - A Multi-Connector App between Lead Gen & CRM and PandaDoc, PandaDoc and Xero and PandaDoc and Jira

   envisionLXPJ Landing Page: https://www.envisiondigital.com.au/envisionlxpj/

   This integration is completed and ready to go!

   3 Key benefits

   1. Integrates Lead Gen & CRM and PandaDoc. CRM directly automates sales proposals. More time for salespeople to sell!

   2. Integrates PandaDoc with Xero - We are the first to develop an integration where PandaDoc can create draft invoices in Xero!

   3. Integrates PandaDoc with Jira - Pandadoc can setup new projects in Jira

   envisionLXPJ

     It is a Global Multi-Connector App between Lead Gen & CRM (Constant Contact), PandaDoc, Xero, Stripe and Jira.

   Unique

     First time that such an integration has been built globally. Data provided can be used to save time by setting up
     other business systems e.g. Xero/Stripe and Jira.

   Integrity of Data

     Improves the integrity of the data flow between the two systems. Creates the one “Source of Truth”.

   Safe and Secure Data

     Connector App is hosted on Google Cloud. Envision Digital is ISO27001 certified.

   Cost-benefit Analysis

     ROI is certain due to the competitive pricing to meet the needs of different-sized companies and the time that it saves not having
     to do data entry several times.

   Integrated Efficiency

     envisionLXPJ seamlessly connects lead generation, CRM, sales proposals, invoicing, and project management, streamlining workflows
     and reducing manual tasks. Significantly reduces time spent on double data entry between CRM and proposal software.

   Effective Sales Process

     With PandaDoc integration, sales teams can quickly create and manage professional proposals, leading to improved lead conversion
     and enhanced client communication.

   Simplified Financial Management

     Integration with Stripe and Xero automates invoicing and financial processes, reducing errors and ensuring accurate records.

   Efficient Project Setup

     Pushing Company/Contact info to Jira simplifies project initiation, minimizing duplication and errors while saving time.

   Global Accessibility and Insights

     As a global app, envisionLXPJ offers standardized operations, while its integrated analytics provide data-driven insights for better decision-making.
     Fully supported globally.

   envisionLXPJ Landing Page: https://www.envisiondigital.com.au/envisionlxpj/

   This integration is completed and ready to go!

   3 Key benefits

   1. Integrates Lead Gen & CRM and PandaDoc. CRM directly automates sales proposals. More time for salespeople to sell!

   2. Integrates PandaDoc with Xero - We are the first to develop an integration where PandaDoc can create draft invoices in Xero!

   3. Integrates PandaDoc with Jira - Pandadoc can setup new projects in Jira

   envisionLXPJ

     It is a Global Multi-Connector App between Lead Gen & CRM (Constant Contact), PandaDoc, Xero, Stripe and Jira.

   Unique

     First time that such an integration has been built globally. Data provided… more

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2. Pass product description from Pipedrive without having to add description to Pipedrive comments

   Ability to pass product description from Pipedrive without having to add the description to Pipedrive comments

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3. Duplicate document within PandaDoc panel/widget in Salesforce
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4. Zapier action - create a document in PandaDoc via PDF upload

   create a document in PandaDoc via PDF upload

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5. Option to pass a value to the 'Additional Multiplier' column in the pricing table when creating a document from Zapier
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6. HubSpot 2-way sync: Update Contact properties when the document status changes
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7. change the HubSpot deal status when the document is approved

   change the HubSpot deal status when the document is approved

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8. pass Pipedrive product image to PD pricing table

   pass Pipedrive product image to PD pricing table similar to PD catalog

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9. Integrate Survey Monkey or other Quiz apps

   Native integration with Survey Monkey or apps for quizzes.

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10. conditional variables from CRM

    conditional variables from CRM

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11. HubSpot: keep product list order

    Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot

    3 votes

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12. Ability to connect Authorize.net sandbox environment.

    Ability to connect Authorize.net sandbox environment.

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13. remove/turn off the "most recently used" templates option in Pipedrive

    remove/turn off the "most recently used" templates option in Pipedrive

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14. connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement

    connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement

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15. integrate Stipe tax and advance feature in documents
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16. pass information from PandaDoc to HubSpot

    Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.

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17. Embedded Document JavaScript Event that notifies the parent application that the document is completed
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18. Import from CRM option for sent and viewed documents

    Option to update values from Salesforce via Import from CRM option for sent and viewed documents

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19. Slack Channels - Receive Pandadoc Notifications.

    Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.

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    3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

20. Send Quickbooks invoice

    Automatically send the invoice to the recipient when using QuickBooks payments

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