607 results found
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Nimble CRM, currency field format
Ability to preserver Nimble CRM price field's formatting and currency symbol when passed over to PandaDoc.
1 vote -
Pricing table data merge option for Pipeliner CRM
Data merge option for Pipeliner CRM
- will alloe the user to set up data merge for Pipeliner CRM
1 vote -
Include account / contact info related to opportunity into Salesforce metadata
Extend metadata received from Salesforce when creating a document (for now only object id is pulling through - would be cool to have some related records as well for example if there's account/contact related to opportunity).
1 vote -
How can I set Pandadoc in order to pull the deal creator phone from Pipedrive?
How can I set Pandadoc in order to pull the deal creator phone from Pipedrive?
2 votes -
Wordpress
is there a Wordpress integration for PandaDoc without third party plugins?
5 votes -
Milanote
An integration with the creative app Milanote, allowing for documents to be shared into the Milanote app such that they're dynamic (ie. when you click on the document it takes you through to PandaDoc).
1 vote -
Export ALL figures in Deals as CSV so they can be imported to other apps to update Dept budget figures
This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.
1 vote -
2 votes
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Created by in salesforce should be the document creator
when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration
9 votes -
Ability to use conditional content in Zapier/Integromat.
Ability to use conditional content in Zapier/Integromat.
4 votes -
ability to use variables for Pipedrive line item taxes separately and not as a sum.
ability to use variables for Pipedrive line item taxes separately and not as a sum.
1 vote -
Webhook Payload should include reason for Declined Document
Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.
7 votes -
creating documents in Pipedrive without pre-assigning recipients from a deal
ability of creating documents in Pipedrive without pre-assigning recipients from a dea
2 votes -
1 vote
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Wise
possibility to integrate Wise (payment method) to Pandadoc
16 votes -
Quickbooks Integration: 2 Way Sync
Option to have Quickbooks as Intergation.
Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.
13 votes -
5 votes
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1 vote
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salesforce - pandadoc logs
Increase limitation of 1000 logs by shifting the logs in the new Custom object in salesforce instead PandadocExceptionLogs__c?
3 votes -
use variables from other objects in salesforce without needing look up fields
use variables from other objects in salesforce by default without needing look up fields
1 vote
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