979 results found
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2 votes
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Do not allow to open documents from the Slack notification
Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification
2 votes -
Choose which workspaces send notifications to Slack
Select which of the workspaces send notifications to Slack
2 votes -
export csv for one document created from form
To download the CSV file for one form response, not for all responses from one form
2 votes -
e-invoicing formats for payments
e-invoicing formats for payments
2 votes -
Integration with Dazos
Integration with Dazos
1 vote -
[SF]Refresh Data (prev. Import from CRM) to work on Quotes object
As per client - "We have our pandadoc linked to the quote object in salesforce and it has been working fine"
When Import from CRM was still available, client can can use this button when linking/creating documents from Quote. After modifying this feature (now Refresh data), it doesn't work anymore. Client wants this feature to be available in Quotes object not just in Opportunity1 vote -
Gainsight integration
native gainsight integration so a CS and Legal team could create documents directly from GS and sync data between two systems.
2 votes -
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.
2 votes -
Use standard tokens from HubSpot to pricing table
Ability to pull values using standard default tokens from a HubSpot deal to a pricing table.
1 vote -
pass mobile and phone number from salesforce
pass mobile and phone number from salesforce
For now, only one number mobile or phone can be populated
2 votes -
Pass first and last name from contact in monday.com to recipient in PandaDoc document
Right now, the behavior is that only the email address will convert to the PandaDoc recipient, and the user will have to go and add first and last name so the recipient does not sign a document with the email address.
2 votes -
Pass images from Google Sheets to PandaDoc documents
Pass images from Google Sheets to PandaDoc documents
2 votes -
EngageBay CRM
Integrate with EngageBay CRM
2 votes -
Nutshell CRM: Cross-Object Variables
The option to use cross-object variables in Nutshell, such as pulling variables from the People object when creating a document from the Company object.
2 votes -
Integration with Productive
Would be nice to automatically update project status to confirmed when documents are signed
1 vote -
Add recipient link instead of internal document link to the Active Campaign
add recipient link instead of internal document link to the Active Campaign
2 votes -
Block iFrame or or show a warning sign if PD WS is not connected to SalesForce
We do not "block" the iframe inside Salesforce if the integration is not connected in the workspace. However, it is also important not to show anything in the SF iFrame if the WS is not linked.
2 votes -
EU Server integration with Zapier
Offer the option to use Zapier with the EU server
4 votes -
Individual Template Buttons with Page Layout Visibility on Salesforce Record Page
Have individual buttons for each template on the record page and have visibility on the page layout of these templates, instead of the current one where the PandaDoc module just shows the selection of templates where users can select from.
1 vote
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