632 results found

1. Add Document declined trigger event in Zapier

   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?

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2. Add Document sent trigger event in Zapier
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3. Paperform

   paperform native integration: pull data from new submission to the doc

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4. Zendesk Support Account Tokens

   Ability to pull account data from ZD support to PandaDoc.

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5. Storing CC infom
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6. Trigger Doucment creation via SFDC workflows

   Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

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7. Model popup when clicking privacy link in embedded view

   Warning that client is leaving the embedded signing experience when clicking on our privacy link.

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8. Co-Card Payment gateway
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9. Link to SF option improvements

   The option to unlink and relink documents from all the SF objects.

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10. Let recipients invoice a sender
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11. Mada Payment (Saudi Arabia)

    Mada Payment (Saudi Arabia)

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12. Ability to get download links to the documents created via SDK
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13. Highspot

    Highspot integration

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14. Marking the documents that are used in an integration
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15. Solupay

    Connect PandaDoc with Solupay payment gateway

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16. Ability to pull information about products from salesforce to a document as variables/tokens
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17. Global settings: Install Pipedrive for the whole organization
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18. Zero CRM

    Zero CRM Integration

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19. Zapier. Ability to update SF opp amount and products when a pricing in PD changes
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20. Pass formula fields from Freshsales with commas
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