640 results found

1. Automate the creation of the products in the pandadoc product catalog via Make/Integromat
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   Idea  ·  Lindsey Schocke responded

   
   

2. Zoho: pass the taxes in flat amount if using Quote builder
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   Idea  ·  Lindsey Schocke responded

   
   

3. Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

   Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

   https://pandadoc.zendesk.com/agent/tickets/507683

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   Idea  ·  Lindsey Schocke responded

   
   

4. Be able to add "Collect files" field with the help of field tags
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   Idea  ·  Lindsey Schocke responded

   
   

5. RouteOne

   We use RouteOne for our purchase processes - purchasing & financing for our dealerships. Things would be more efficient if PandaDoc integrated with the system.

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   Idea  ·  Lindsey Schocke responded

   
   

6. DealerTrack

   We need PandaDoc to integrate with DealerTrack which we use to connect dealers with lenders.

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   Idea  ·  Lindsey Schocke responded

   
   

7. Cloze CRM

   Integrate with Cloze CRM to automatically generate contracts

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   Idea  ·  Lindsey Schocke responded

   
   

8. Active Campaign: Ability to use tokens

   Pull in info via tokens with Active Campaign integration

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

9. PandaDoc to Bullhorn CRM
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   Idea  ·  Lindsey Schocke responded

   
   

10. Gastronovi

    Integration with Gastronovi

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    Idea  ·  Lindsey Schocke responded

    
    

11. Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.

    Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.

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    Idea  ·  Lindsey Schocke responded

    
    

12. attach a document from one deal to another in Pipedrive

    attach a document from one deal to another in Pipedrive

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    Idea  ·  Lindsey Schocke responded

    
    

13. Discord

    Integration with Discord

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    Idea  ·  Lindsey Schocke responded

    
    

14. Salesforce (Decision) auto upload on document completions

    Salesforce (Decision) auto upload on document completions

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    Idea  ·  Lindsey Schocke responded

    
    

15. [Integration feature] Map items from Quickbooks to Pricing table and Advanced Quotes

    • Will allow the user to pass / sync items from quickbooks to PD pricing table / Advanced quotess
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16. The ability to enable both Sandbox and Production SF within one workspace
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    Idea  ·  Lindsey Schocke responded

    
    

17. Different buttons in Pipedrive

    Different buttons in Pipedrive aside from create a document

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    Idea  ·  Lindsey Schocke responded

    
    

18. Webhooks for specific templates/documents
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

19. SharpSpring CRM
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    Idea  ·  Lindsey Schocke responded

    
    

20. Webhook for entire account

    I'm building up our workspace structure whilst integrating Pandadocs with our internal systems. I have a Webhook working at the top Workspace level but have noticed it isn't triggered at the child workspace level.

    I've looked at the integrations for the child workspaces and there are no webhook entries. I've viewed the parent webhook, and there's no option to share this across workspaces.

    Is it possible to have a webhook triggered across our entire account? Or would I need to setup a webhook for every single workspace?

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    Idea  ·  Lindsey Schocke responded