1005 results found
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Salesforce Homepage Component
It would be nice if we could add the PandaDoc Documents Salesforce component to a Salesforce homepage. It could bring in documents associated with that Salesforce user, rather than documents for a specific Salesforce object. Ideally the user would be able to somehow filter that list, or we'd be able to set filters on the component itself (i.e., only show documents in a specific status/statuses).
Currently you can add the PandaDoc Documents component to object pages within Salesforce; however, you cannot add this to a homepage.
3 votes -
Salesforce: Refresh Data
We’d like to request the ability for all roles to refresh data and variables when using the Salesforce integration. Currently, it appears this action is limited to specific roles — enabling this feature across all roles would streamline document workflows and ensure data consistency.
2 votes -
Allow displaying non-draft documents in Embedded Editor
Our clients need to be able to display the non-draft documents (in Sent, Completed, etc. statuses) in Embedded Editor. In their own words:
This does not match the functionality in the editor of your own app. If I send a document to be signed in the Pandadoc app, I am able to view it in the editor. Our business case is that we want the same functionality when the editor is embedded in our application rather than forcing the document back to draft status after it has been sent and messing up the entire signature workflow. It's a pretty standard…
3 votes -
Ability to disconnect Stripe from one workspace without it disconnecting from all of the workspaces
The ability to disconnect Stripe from one workspace without it disconnecting from all of the workspaces. Currently, if you disconnect it from one workspace, it is disconnected from all workspaces
2 votes -
2 votes
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Instamed to be added as option for payment gateways
Instamed to be added as an option for payment gateways
2 votes -
Do not link document to the CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM
Do not link the document to a CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM
2 votes -
The ability to support more custom fields for data merge rules in PandaDoc Quickbooks Online
Currently, we understand that only the first three active string-type custom fields enabled for sales forms in QuickBooks Online (QBO) are supported for data merge rules in PandaDoc.
We would like to request the possibility of removing this limitation and enabling support for more than three custom fields.
2 votes -
Displaying custom integrations in the PandaDoc UI side panel
Option to display custom integrations in the PandaDoc UI side panel (under Extensions). For example, it would be beneficial if the Legal team had access to a custom integration to fill in, edit, or check the Customer ID/Project ID information.
3 votes -
Support SCIM Provisioning for the PandaDoc App in Microsoft Azure AD
Description:
A customer has reported that the current PandaDoc App listed in Microsoft Azure does not support SCIM (System for Cross-domain Identity Management). This limitation prevents automated user provisioning and de-provisioning via Azure Active Directory.The customer initially considered setting up SCIM but discovered that the app does not support it, stating:
"The PandaDoc App registered in Microsoft does not support SCIM. The developers of the app would need to implement that."
Impact:
Lack of SCIM support creates friction for IT admins managing user lifecycle at scale. Manual user management increases operational overhead and introduces security risks when users are…2 votes -
Import contacts directly from Quickbooks Online
Import contacts directly from Quickbooks Online
2 votes -
Pipedrive: Push Notifications for PandaDoc Document Status Changes in Pipedrive
Users would like to be notified in Pipedrive when a PandaDoc document status changes.
The notification could trigger an activity or alert in Pipedrive, ensuring that users are aware of the document’s progress without switching between platforms.
2 votes -
Two way sync with Pipedrive
Option for Pipedrive 2 way sync
46 votesHi Pandas,
I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.
Here’s what we are building:
CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.
Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.
Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.
Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.
We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.
Timeline Preview: Expect to see these functionalities rolled out in Q2.…
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Sync bullet points back into Salesforce (update opportunity products trigger)
At the moment, bullet points will not sync back into the description (or a custom rich text field) in Salesforce product when using the trigger. It will show as one line.
5 votes -
Improve Customer Matching to Prevent Duplications in Stripe
Currently, when a document containing the card details field is created in PandaDoc, and the customer already exists in Stripe, the system does not properly match the records. As a result, a duplicate customer entry is created in Stripe. As a solution, it would be great to implement an enhanced customer matching mechanism that can verify if a customer already exists in Stripe before creating a new entry.
2 votes -
Use Greenhouse template to create a document
Option to use the template available in Greenhouse instead of Greenhouse selecting template in PandaDoc
2 votes -
3 votes
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Prevent SF users from editing locked variable tokens
So we can prevent users from making edits on locked content, but when the document is created in SF, the ability to prevent users from making edits on locked variables becomes possible, which should not be the case.
2 votes -
Ability to automatically assigned the deal owner to the template role when using Pipedrive
When using PipeDrive, the deal owner should be automatically assigned to the template role
2 votes -
Echelon Payments integration
Integrate with Echelon Payments
2 votes
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