629 results found

1. send a document to signature via Salesforce automatically

   send a document to signature via Salesforce automatically

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   3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. Dynamic document owner: Allow Zapier to change document owner

   Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. Field data mapped into Pipedrive

   Ability to map document field data into Pipedrive

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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4. Bitrix24

   Integration with Bitrix 24

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   Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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5. Suite CRM

   Integration with Suite CRM

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6. Create documents through Pipedirve on the PD mobile app.

   PanadaDoc App - PipeDrive App Integration.

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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7. Import / Update contacts in PandaDoc using Zapier (across all workspaces)

   Import contacts in PandaDoc using Zapier (across all workspaces)

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   Idea  ·  Lindsey Schocke responded

   
   

8. Ability to save bundled documents separately within Salesforce

   Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.

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   Idea  ·  Lindsey Schocke responded

   
   

9. AMEX logo for Authorize net

   The integration still doesn’t show the Amex logo

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. Zelle Payment Gateway
    9 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. separate sandbox vs production webhooks

    way to control, limit, or identify when a webhook is being sent for a test document vs a production one

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    2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. Integration with screen readers (Jaws - a screen reading app)
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13. Automatically add Pipedrive custom product fields to pricing table

    Automatically add Pipedrive custom product fields to pricing table

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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14. Bill.com

    Ability to connect with Bill.Com

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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15. pull the value to variables with Zapier

    pull the value to variables with Zapier

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16. contact's variables in variable list in the Opportunity in Salesforce

    having contact's variables in variable list in the Opportunity in Salesforce

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    Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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17. Smartsheet

    Integration with Smartsheet

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18. Stop auto-population of recipients in Salesforce

    Ability to disable the auto-populations of recipients in SFDC

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    Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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19. PipeDrive: Add PandaDoc contacts to PipeDrive

    Ability to pull created in PandaDoc contacts to Pipedrive

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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20. 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).

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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