632 results found
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Ability to format custom product fields from Salesforce
Ability to pass custom product fields from Salesforce as currency.
5 votes -
11 votes
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Pass checkbox fields from Pipedrive into PandaDoc
Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.
4 votes -
Airtable
PandaDoc Integration with Airtable
23 votes -
Zero CRM
Zero CRM Integration
1 vote -
Disable auto-population of contacts associated with a deal in Pipedrive to the recipient on a template by template basis
We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.
3 votes -
2 votes
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4 votes
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1 vote
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1 vote
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Deal owner not included as CC
The option to not include Deal owner as CC recipient if creating document from Pipedrive.
3 votes -
MS Dynamics: Stakeholder recipient support
Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.
2 votes -
update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again
update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again
3 votes -
add product Tax on the Deal Products in pipedrive
ability to add product Tax on the Deal Products level in PD template
4 votes -
Freshsales Form
Integration with Freshsales Form.
1 vote -
Zoho PandaDoc Documents Section
Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.
6 votes -
2 votes
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More Copper Variables
Additional Copper Variables to be put in a PandaDoc template.
7 votes -
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
1 vote -
Tokens cross-object population for Salesforce
Tokens cross-object population for Salesforce.
30 votes
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