1040 results found
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[Import from CRM][Salesforce] Update pricing table
The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).
17 votes -
Slack Channels - Receive Pandadoc Notifications.
Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.
18 votes -
Make.com
make.com integration
8 votes -
Allow the variables to be filled in with the matching data from ActiveCampaign when creating document from ActiveCampaign
Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.
4 votes -
Google Calendar
Ability to integrate with Google Calendar to use automation like sending documents.
4 votes -
Add Webhooks for Templates
Add Webhooks for Templates, following the existing pattern for Documents.
Events:
Create
Update | following version history
Delete
Usage5 votes -
8 votes
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API Improvement (total value added to this endpoint to reduce API calls)
total value added to this endpoint to reduce API calls
3 votes -
Salesforce Contact role additional Fields mapping
Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code
4 votes -
Ability to set date field validation (any, future, past) from PDF via API
Using your api we upload a pdf with fields that are set automatically, it would be useful to set the date field to accept only future dates. Using your UI we can manually do that when creating a document from a template via API, but there is no specific syntax to do it via the PDF in the API.
7 votes -
3 votes
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Filter manually completed documents via API call
filter out manually completed documents from the GET documents API call?
3 votes -
Hibob HR Software
Hibob HR Software integration
3 votes -
filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status
filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status
2 votes -
Modify the sales receipt in Quickbooks
Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
1) Quickbooks looks for pricing table and products in it (by name);
2) If there is a match, product is put to Sales receipt;
3) If there's no match, new product is created and put to Sales receipt;
4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])3 votes -
Pass payment information to Quickbooks
Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.
3 votes -
limit document creation to be only created from CRM at the template level
limit document creation to be only created from the CRM at the template level
This will assist with adoption and further implementing best practices.4 votes -
add products from Pipedrive to catalog automatically (sync)
add products from Pipedrive to catalog automatically
3 votes -
Hide columns in pricing table via API
Add the option to hide the columns in pricing table via API.
3 votes -
Calendly
ability to integrate Calendly
8 votes
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