6986 results found
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1 vote
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API endpoint to send out documents via email
It would be helpful to be able to trigger the send of an email with a document attached via api. A lot of processes happen outside of PandaDoc that may trigger the automatic send of a document, but right now there is no way to seamlessly connect systems in this way.
Another plus would be to fetch a document link via api, so users could populate that link in external tools or their own email services.1 vote -
See the Document Record for all workspaces in Salesforce
Would like to see the metadata record that is created in Salesforce work for all of our workspaces. As it is, we only see them for one of our workspaces.
1 vote -
1 vote
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1 vote
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1 vote
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Include or exclude content depending upon SFDC fields
Ability to pull language in and keep language out depending on how certain fields in Salesforce are populated.
1 vote -
1 vote
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Delete All Variables in Document
Want to delete all instances of a variable in 1 click instead of removing them all manually.
1 vote -
Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).
Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).
1 vote -
1 vote
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1 vote
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Ungerboeck
Integration with Ungerboeck
1 vote -
Latin American Localization
Localization for Spanish language specific to Latin America.
1 vote -
1 vote
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1 vote
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SFDC triggers for SFDC activities via PandaDoc
The ability to control SFDC activities and triggers via PandaDoc.
1 vote -
API call for link2CRM for MS Dynamics
API call for link2CRM for MS Dynamics
1 vote -
1 vote
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microsoft teams integration: sync with PandaDoc contacts when you add recipients, ability to add company details, address
microsoft teams integration:
sync with PandaDoc contacts when you add recipients, ability to add company details, address so on1 vote
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