633 results found
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sync Document.Value with the Amount field in Salesforce
sync Document.Value with the Amount field in Salesforce
4 votes -
salesforce: select products you want to appear in pricing table from the opp
SFDC Integration: any way to filter the products on a quote to be included on the contract. i.e. have 6 products on opp but only want to show 5. For example, want SLA to be included on opp as product but don't need that pull into product table. Workaround is using mapping products feature but still too much human error to count on sales reps to delete the product. Other workaround is approval workflow for manager to QC product is removed. Ideally want logic they can set up to take care of this so it's just automated
4 votes -
Field data mapped into Pipedrive
Ability to map document field data into Pipedrive
4 votes -
2-way sync with Insightly
As I mentioned, if all the data is in INsightly beforehand, everything works fine. However, that doesn't work with our workflow, where we prefer to have the client enter certain information.
IT's not for confidentiality purposes...we want to put the burden of entering credit card and bank information on them because, if they make a mistake, it's their mistake, not ours.
That's what we're doing now. Insightly did not have the custom fields we needed for credit card and bank information, so we added them to their Opportunity object. When we create a new Opportunity in Insightly and fill in…4 votes -
Typeform
Customer wants to integrate Typeform with PandaDoc to prefill a document with values.
4 votes -
salesforce link
Be able to automatically link to opportunities all the previously linked documents
4 votes -
Include products in Link to Opportunity - Pipedrive
Ability to sync updated products from Pipedrive Opportunity to Pricing table when something changes.
4 votes -
Zoho Invoice
Zoho invoice integration.
4 votes -
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 -
4 votes
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add product Tax on the Deal Products in pipedrive
ability to add product Tax on the Deal Products level in PD template
4 votes -
Copper
Native integration with Copper
4 votes -
Microsoft Dynamics Discount option
Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).
4 votes -
4 votes
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Braintree
Ability to use braintree as a payment gateway
4 votes -
4 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 -
Melio
Hi, once API is up we really need melio integration.
3 votes -
Qwilr
Qwilr integration
3 votes -
Prevent deactivated products in Pipedrive from being populated to the PandaDoc document
deactivated products in Pipedrive are not populated to the PandaDoc document
3 votes
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