1062 results found
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Mirror custom product orders from SFDC in Pricing Table
Mirror custom product order when synced to PD Pricing table.
1 vote -
Linking the contact role in D365 to the role on the template
Linking the contact role in D365 to the role on the template
1 vote -
Drift + PandaDoc
PandaDoc + Drift.com would provide a huge value to customers.
PandaDoc customers would receive notifications when prospects are viewing a proposal and answer questions directly within chat.
Customers could be routed to the representative that sent the proposal.
CRM would reflect both interactions providing teams with better insights on messaging.
1 vote -
1 vote
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Ability to pull products from Insightly
Insightly integration doesn't allow the customer to pull products (they have had to do their own API integration); was told by Insightly that it had to do with us still being on the old version of their API
1 vote -
Sellsy
Have the native integration between PandaDoc and Sellsy
1 vote -
Drive CRM
Integration with Drive CRM
1 vote -
1 vote
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GetHired
HR platform used for onboarding new employees. Would be nice to create documents from here and pull in the new employee info.
1 vote -
HMAC 512 version for Webhooks
On our side we're able to read only HMAC signatures in version 512 but you offer only HMAC-256. Are you able to bump-up the HMAC version (or add as another option) or enable option for send custom header with any kind of secret string for verify webhook?
1 vote -
Support ticket log
Ticket log for account so users can see what other tickets have been submitted/what others have asked about.
1 vote -
Build.com
integration with build.com
1 vote -
Sendinblue
Integration with Sendinblue
1 vote -
1 vote
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Free Agent
Be able to link with Free Agent as well as Quickbooks.
1 vote -
Zoho: pass products from related lists
Zoho: pass products from related lists (not from the products in deal directly).
1 vote -
Forms feature in Nimble
use the forms feature with Nimble integration
1 vote -
SF - Link PD doc audit trail to SF Engagement history
if action is completed, it get listed in the "Engagement history" within the SF but PandaDoc document creation does not get listed.
1 vote -
Connect with Credit agency for document approvals
When documents are completed send data to credit agency for approval
1 vote -
1 vote
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