942 results found
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Two way sync with Pipedrive
Option for Pipedrive 2 way sync
41 votes -
[Salesforce] option to assign an approver for the document from SF
I would like to be able to assign an approver (from an approval group or just to a step) on a document created from Salesforce - but I would like to assign this approver automatically based on a field in Salesforce
3 votes -
Cash App integration for payment option
Cash App integration
3 votes -
Pass currency from various objects in Salesforce, not only Opportunity
We have pricing tables based on other objects (e.g. quotes, orders, custom objects). The recently released solution which passes currency from Salesforce opportunities to PandaDoc documents is nice, but it does not cover our needs. We don't create any pricing tables from Opportunities. Also, basing currency on the user's locale is not a solution for us, as currencies are product-specific, not user-specific. And it would be ideal to minimize the number of templates we need to create by having the currency automatically passed through.
(here is the link to the recently delivered idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40965565-pricing-table-currency-based-on-salesforce-opportu)
3 votes -
2 votes
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Integration with SAP (S4HANA)
Integration with SAP (S4HANA)
2 votes -
Smart form in Zapier Trigger
Transfer Data from Smart Form to Zapier Triggers
2 votes -
Sign documents directly on Monday.com
The ability to sign documents in CRM iFrames without having it open a new tab.
2 votes -
receive SMS when the document is created vis Zapier
receive SMS when the document is created vis Zapier
2 votes -
Link Forms to crm
Ability to link forms and not just documents to CRM deal pages
2 votes -
2 votes
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Integration with Rexx Systems
Native integration with HR Management System Rexx Systems
2 votes -
Integration with AgencyBloc
AgencyBloc (a CRM for insurance brokers)
2 votes -
Ability to check what monday.com variables are used
The employee who added variables to our PandaDoc templates via Monday.com items is no longer with us. I currently have multiple Monday.com boards with active items being used as variables connected to multiple PandaDoc templates. The problem is I have no idea which variables listed in Monday.com are connected to which templates in PandaDoc. I'm trying to figure out the best way to find out where the variables are connected/integrated in Monday.com and vice versa.
3 votes -
Upload files from the document to SharePoint
We would like to retrieve the files uploaded to collect files field via Zapier to MS SharePoint
3 votes -
Integrate with Tabby System
Ability to integrate with Tabby System
5 votes -
Guidewire Integration
Guidewire Integration to implement integrations between InsuranceSuite and third party apps
2 votes -
the PandaDoc folders sorted by most used not by recently added in Microsoft Dynamics
the PandaDoc folders sorted by most used not by recently added in Microsoft Dynamics
2 votes -
2 votes
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Update Salesforce opportunity when the first recipient signs the document
Update Salesforce opportunity when the first recipient signs the document
2 votes
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