Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Keep template name when creating a document from Pipedive deal.

    1 vote

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  2. 1 vote

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  3. 1 vote

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  4. 1 vote

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  5. I’m pretty confident I should be able to break through the Merge Field bit as I’m sure I’m just doing something daft, but I don’t see how the WebHooks work.

    When I provide an endpoint for PandaDoc to call, how do I set any headers or authentication? We don’t allow anything to make completely unauthenticated connections regardless of their origins. There’s mentions of shared keys that can be provided by Panda, but the challenge my end remains that if you cant authenticate with me, we wont even get as far as accepting the request.

    1 vote

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  6. Make a "if-condition" for the tokens-variables from Pipedrive.
    An example would be:
    If [Deal.ContactPerson.Email] is Empty then some condition comes.

    1 vote

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  7. Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.

    1 vote

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  8. 1 vote

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  9. 1 vote

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  10. Salesforce reporting feature with PandaDoc integration.

    1 vote

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  11. add TransferWise for payment option in PandaDoc

    1 vote

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  12. 1 vote

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  13. 1 vote

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  14. sending a document out only after a payment is submitted

    1 vote

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  15. Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. 2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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  20. 1 vote

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