721 results found
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1 vote
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limit document creation to be only created from CRM at the template level
limit document creation to be only created from the CRM at the template level
This will assist with adoption and further implementing best practices.4 votes -
Different buttons in Pipedrive
Different buttons in Pipedrive aside from create a document
1 vote -
[Integration]: Go High Level CRM
Add the CRM Go High Level to PandaDoc
6 votes -
1 vote
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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?
1 vote -
Salesforce trigger: update custom object stage
Option to use Salesforce trigger to update custom object status when PandaDoc status is updated
3 votes -
2 votes
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Conditional placeholder value based on CRM value
Conditional placeholder value based on CRM value
- customize placeholder value based on a condition value from CRM4 votes -
SmartSuite
SmartSuite integration.
3 votes -
Slack Channels - Receive Pandadoc Notifications.
Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.
26 votes -
Export docusign to Pandadoc
Have a way to upload exported data from Docusign to PandaDoc.
4 votes -
Clickable URLs from Salesforce
Ability to pass clickable URLs from Salesforce fields into PandaDoc fields
3 votes -
Dynamics 365 Business Central
Integration with Dynamics 365 Business Central
6 votes -
Webhook event for expired link
Option to have webhook event for the expired link (if the document link expires)
3 votes -
Have Monday.com sub-item columns on the parent item variable list
Our current implementation does not allow us to list subitem columns on the parent item variable list. Would like to be able to have them available as tokens.
7 votes -
5 votes
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Calendly
ability to integrate Calendly
9 votes -
GoHighLevel CRM
GoHighLevel CRM
10 votes -
Ability to Build lists in HubSpot using PandDoc status option
Would like the ability to create a list via HubSpot contacts and use the status option from PandaDoc to build contact lists based on their document status.
2 votes
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