627 results found
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Smartsheet
Integration with Smartsheet
9 votes -
pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce
pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce
3 votes -
Stop auto-population of recipients in Salesforce
Ability to disable the auto-populations of recipients in SFDC
9 votes -
Justworks
Integration with Justworks.
3 votes -
the ability to designate specific templates available to specific objects within Salesforce.
the ability to designate specific templates available to specific objects within Salesforce.
3 votes -
Pull Pricing Table Tax Flat vs Percentage rate from SalesForce
Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce
11 votes -
TaxJar
TaxJar integration
2 votes -
Insightly: Pull product data from Insightly to PandaDoc
The customer is requesting to pull product data from Insightly to PandaDocs as part of the native integration.
3 votes -
Link to CRM Insightly
Insightly: update document with the details from CRM.
3 votes -
8 votes
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Payment gateway for Converge Pay processed by Elavon
Payment gateway for Converge Pay processed by Elavon.
2 votes -
Google Forms
Integration with Google Forms
7 votes -
salesforce link
Be able to automatically link to opportunities all the previously linked documents
4 votes -
AutoSelect template based on SFDC field
Use a field in SFDC ( Template ID for example ) to specify which template should be automatically used in SDFC integration.
This should skip template select phase and go right to recipient role mapping
4 votes -
Link a document to Organization, People in Pipedrive
well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons
6 votes -
WaveApps
WaveApps to create and send invoices for integration
2 votes -
1 vote
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Trigger Doucment creation via SFDC workflows
Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.
1 vote -
Capsule CRM
Integration with Capsule CRM
8 votes -
PipeDrive: Add PandaDoc contacts to PipeDrive
Ability to pull created in PandaDoc contacts to Pipedrive
9 votes
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