1076 results found
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Pricing table data merge option for Pipeliner CRM
Data merge option for Pipeliner CRM
- will alloe the user to set up data merge for Pipeliner CRM
1 vote -
Include account / contact info related to opportunity into Salesforce metadata
Extend metadata received from Salesforce when creating a document (for now only object id is pulling through - would be cool to have some related records as well for example if there's account/contact related to opportunity).
1 vote -
Milanote
An integration with the creative app Milanote, allowing for documents to be shared into the Milanote app such that they're dynamic (ie. when you click on the document it takes you through to PandaDoc).
1 vote -
Export ALL figures in Deals as CSV so they can be imported to other apps to update Dept budget figures
This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.
1 vote -
ability to use variables for Pipedrive line item taxes separately and not as a sum.
ability to use variables for Pipedrive line item taxes separately and not as a sum.
1 vote -
PandaDoc Dashboard in CRM
Having PandaDoc Dashboard in Hubspot, for example from Contacts/Companies tab
1 vote -
1 vote
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1 vote
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use variables from other objects in salesforce without needing look up fields
use variables from other objects in salesforce by default without needing look up fields
1 vote -
1 vote
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attach emails to PipeDrive objects
attach PD emails to Pipedrive objects once documents are sent from Pipedrive
1 vote -
Convert Google Form to the PandaDoc Form
A way to convert a Google Form to a Pandadoc Form
1 vote -
Vaultre CRM
To be able to integrate with CRM VAULTRE or have an option via Zapier,
1 vote -
Ability to create a batch of documents on the fly while creating a document through HubSpot.
Ability to create a batch of documents on the fly while creating a document through HubSpot.
1 vote -
ItsMe
Integration with Itsme
1 vote -
Pipedrive: document report
it would be good to run a report so deals that have Pandadoc and Pipedrive values that do not match coming up
1 vote -
1 vote
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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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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
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