1057 results found

1. Cross-site tracking

   Allow integrations (Hubspot in particular) work without enabling cross-site tracking.

   2 votes

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2. Suite CRM

   Integration with Suite CRM

   10 votes

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3. Document forwarding

   CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

   2 votes

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4. Model popup when clicking privacy link in embedded view

   Warning that client is leaving the embedded signing experience when clicking on our privacy link.

   1 vote

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5. Different products from Pipedrive into different pricing tables
   6 votes

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6. Acumatica

   Integration with Acumatica

   21 votes

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7. Tokens for products in Pipedrive

   Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).

   9 votes

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8. Link to SF option improvements

   The option to unlink and relink documents from all the SF objects.

   1 vote

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9. Allow to link documents to records within ZendeskSell similar to Pipedrive and Salesforce

   Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

   13 votes

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10. AmoCRM

    Integration with AmoCRM,

    5 votes

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11. Pricing table currency based on Salesforce opportunity

    Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce

    16 votes

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12. Map document value to Pipedrive deal value

    Ability to map PD document value to Pipedrive deal value

    6 votes

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13. Lever

    PandaDoc integration with Lever (HR Recruiting software/CRM)

    12 votes

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14. Template Matching

    https://support.docusign.com/en/guides/ndse-user-guide-manage-automatic-template-matching

    https://vimeo.com/370244613

    17 votes

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15. The option to add completed documents as attachments in Hubspot (like in SF).

    Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    24 votes

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16. Let recipients invoice a sender
    1 vote

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17. Ability to link a Completed document to a Salesforce Opportunity in Editor 2.0
    3 votes

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18. Procore

    integration with Procore to create and send documents

    7 votes

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19. MailChimp

    Integration with MailChimp

    7 votes

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20. Zoho Invoice

    Zoho invoice integration.

    4 votes

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