1068 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 -
8 votes
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5 votes
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Expand / Collapse Pricing Table Descriptions
Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.
11 votes -
InfusionSoft / Keap
Integration with InfusionSoft / Keap
8 votes -
5 votes
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[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc
Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.
10 votes -
Edit PandaDoc in Draft Status From Within HubSpot Deal
Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.
9 votes -
10 votes
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More Copper Variables
Additional Copper Variables to be put in a PandaDoc template.
7 votes -
12 votes
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10 votes
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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 -
2 votes
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