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Pass product description from Pipedrive to PandaDoc pricing table
Pass product description from Pipedrive to PandaDoc pricing table instead from comments
5 votes -
Pricing table currency based on Salesforce opportunity
Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce
5 votes -
Dynamic Integration with Salesforce
The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.
5 votes -
5 votes
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5 votes
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Pull in Variables to Fields Using Pipedrive and EV2
Be able to pull in variables from Pipedrive using a text field like you can in EV1.
5 votes -
Tokens cross-object population for Salesforce
Tokens cross-object population for Salesforce.
5 votes -
Pass files from SalesForce files to PandaDoc
Pass files from SalesForce attached files to PandaDoc document as attached files
5 votes -
[Payments] Australia Stripe BECS
if Australia Stripe BECS is supported for bank transfer payments for Stripe integration for Pandadoc
5 votes -
[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc
Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.
5 votes -
Refund option via PandaDoc
Refund option via PandaDoc.
5 votes -
Pull updated pricing table details from Salesforce to PandaDoc
Pull updated pricing table details from Salesforce to PandaDoc.
5 votes -
PDF attachment available in Zapier
Ability to attach PDFs via Zapier
5 votes -
Products from Hubspot are passed over tokens
Products from Hubspot can be passed not only over pricing tables but also in the documents itself
5 votes -
5 votes
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5 votes
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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
5 votes -
5 votes
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SugarCRM10.3 integration
SugarCRM updated to version 10.3 and no longer integrates with PandaDoc
4 votes -
4 votes
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