640 results found
-
Lever
PandaDoc integration with Lever (HR Recruiting software/CRM)
12 votes -
GoHighLevel CRM
GoHighLevel CRM
11 votes -
Mobile functionality in Monday.com
Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.
11 votes -
Lawpay/Affinipay
Lawpay is the most widely used payment gateway for lawfirms across the country.
Note: Affinipay is the parent company11 votes -
Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)
The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?
11 votes -
Send Images as Token Data via Zapier
Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.
11 votes -
Salesforce - Include Job Title contact field in the Add new contact
In the assign people to roles screen and choose to Add new contact > click Show more field, the Job title field is not included. Client will have to go to PD contacts tab to add this details for the variable to work.
11 votes -
Zoho: to pull information from subforms
Zoho: to pull information from subforms
11 votes -
Extend Zapier functionality
Improve Zapier functionality with new features, like tracking certain info, etc.
11 votes -
Pull Pricing Table Tax Flat vs Percentage rate from SalesForce
Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce
11 votes -
11 votes
-
Expand / Collapse Pricing Table Descriptions
Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.
11 votes -
11 votes
-
ChargeBee
Integration with ChargeBee
10 votes -
10 votes
-
have a PandaDoc documents status show in Monday.com
have a PandaDoc documents status show in Monday.com for a particular row based on an email address
10 votes -
webhook trigger for completed and expired documents
To be able to separate the webhook trigger for completed and expired documents.
10 votes -
send a document to signature via Salesforce automatically
send a document to signature via Salesforce automatically
10 votes -
Dynamic document owner: Allow Zapier to change document owner
Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.
10 votes -
WorkDay
Integration with workday to allow for documents to be sent out of workday and tracked.
10 votes
- Don't see your idea?