7098 results found
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Salesforce, link PandaDocs to a custom Salesforce object
Salesforce link documents to a Custom Object, refresh tokens from the Customer object
31 votesHi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.
Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.
Please feel free to schedule a time with me here:
https://calendar.app.google/pHa6Xud82oexdoyv6
Looking forward to our conversation!
Thanks, Alex
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3 votes
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Disable the automatic grids (blue guidelines) in Editor: arrange (place a block in front of/behind another block) on a default (blank) page
when you make one text field wider than another text field and then you want to make the wider text field the same size as the smaller text field
it doesn't snap to the lines (blue guides)22 votes -
Upload a document option directly from contacts tab in EV2
Upload a document option directly from contacts tab like in EV1
1 vote -
Ability to add optional items as in pricing table to the simple table
Ability to add optional items as in pricing table to the simple table
3 votes -
1 vote
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Disable Finish Button
Disable Finish option (when completing the document).
10 votes -
4 votes
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[CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables
The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.
19 votes -
Connect to Multiple Hubs in Hubspot per workspace
We are currently integrated with 1 hub, but recently opened a new hub on the same account.. currently the integration seems to only be allowing for 1 connection to 1 hub; hope it allows us to access the other hub within the same workspace at the same time.
3 votes -
Section where all fields on doc are grouped so you can see them all at once
UX improvement - section where all fields on doc are grouped so you can see them all at once (similar to how variables is)
2 votes -
Procore
integration with Procore to create and send documents
11 votes -
Delete a document from inside of it
Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document
6 votes -
9 votes
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Content Library management
When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)
13 votes -
Table Design
Option to only highlight certain lines in a table, not the entire border.
18 votes -
Auto-correct feature in or chat or email portal.
Auto-correct feature in or chat or email portal when submitting a request.
3 votes -
2 votes
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Different currency for pricing table's subtotal and total
Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10
2 votes -
Use variables in TOC
Implement an ability to use variables in TOC (for example at the moment if in a heading a variable is populated, only the name, but not the value of a variable is shown in TOC
1 vote
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