721 results found
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Attach PDFs to Accounts in Salesforce When Creating From Opp
When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.
7 votes -
CRM Product fields are passed over tokens/variables
Products from Hubspot can be passed not only over pricing tables but also in the documents itself
21 votes -
Copper Sync - Refresh Document
Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes
2 votes -
7 votes
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1 vote
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4 votes
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11 votes
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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
4 votes -
5 votes
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Salesforce, link PandaDocs to a custom Salesforce object
Salesforce link documents to a Custom Object, refresh tokens from the Customer object
26 votes -
Review the content of sent documents in Salesforce
Review the content of sent documents in Salesforce directly.
1 vote -
2 votes
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1 vote
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[Integration] MoneyBird via Zapier: Import products from Pricing Table to Invoice
Add products from pricing table to MoneyBird invoice via Zapier.
1 vote -
Transfer documents from Hubspot to Salesforce
Automatic document transfer from Hubspot to Salesforce.
4 votes -
26 votes
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20 votes
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2 votes
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3 votes
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2 votes
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