629 results found

1. Marking the documents that are used in an integration
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2. customize triggers for Zapier setup
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3. Solupay

   Connect PandaDoc with Solupay payment gateway

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4. Ability to pull information about products from salesforce to a document as variables/tokens
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5. Product Description in CRMs

   Pricing table: the option not to pull the product description while it still stays in the CRM.

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6. A Paid badge in PDFs of paid documents

   A PDF of a paid document should include the PAID badge, the same as the web view version

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7. Remove Salesforce document drafts

   Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

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8. Global settings: Install Pipedrive for the whole organization
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9. [Google Sheets] Pass token data

   Ability to easily pass token data to Google Sheets or email after the document is completed

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10. Zero CRM

    Zero CRM Integration

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11. EV2. MS Dynamics - Ability to update document info for EV2 documents/.
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12. Zapier. Ability to update SF opp amount and products when a pricing in PD changes
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13. Pass formula fields from Freshsales with commas
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14. Freshsales Form

    Integration with Freshsales Form.

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15. Pull information across different record types
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16. 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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17. SFDC. If a lead is converted to an opportunity link all documents in this lead to the new opportunity also.
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18. Pass product code automatically from Pipedrive
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19. write back document status in a list view in dynamics

    write back document status in a list view in dynamics

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20. Ability to download a receipt as a separate document (PDF)
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