635 results found
-
1 vote
-
if-condition tokens / Pipedrive
Make a "if-condition" for the tokens-variables from Pipedrive.
An example would be:
If [Deal.ContactPerson.Email] is Empty then some condition comes.1 vote -
1 vote
-
Add Document declined trigger event in Zapier
2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?
1 vote -
1 vote
-
Paperform
paperform native integration: pull data from new submission to the doc
1 vote -
Zendesk Support Account Tokens
Ability to pull account data from ZD support to PandaDoc.
1 vote -
1 vote
-
Trigger Doucment creation via SFDC workflows
Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.
1 vote -
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 -
1 vote
-
Link to SF option improvements
The option to unlink and relink documents from all the SF objects.
1 vote -
1 vote
-
Mada Payment (Saudi Arabia)
Mada Payment (Saudi Arabia)
1 vote -
1 vote
-
Highspot
Highspot integration
1 vote -
1 vote
-
Solupay
Connect PandaDoc with Solupay payment gateway
1 vote -
1 vote
-
1 vote
- Don't see your idea?