1307 results found
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SF - Link PD doc audit trail to SF Engagement history
if action is completed, it get listed in the "Engagement history" within the SF but PandaDoc document creation does not get listed.
1 vote -
Connect with Credit agency for document approals
When documents are completed send data to credit agency for approval
1 vote -
1 vote
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Docusign
native ERP connection with Docusign
1 vote -
1 vote
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Ability to connect a Proprietary video platform
integration with proprietary video platform
1 vote -
CardX
Integration with CardX as a payment gateway
1 vote -
Salesforce: correct values for searchable fields (like time and address)
Salesforce: correct values for searchable fields (like time and address)
1 vote -
VB scripts
VB scripts
1 vote -
Expand Salesforce Sync Search Fields to All Terms
Expand the search field when syncing a document created in Panda to Salesforce Opportunities - should be able to search for opportunities based on all terms in the opportunity name, rather than exact names.
1 vote -
Speed up generating a document from Zendesk Sell
It takes 10-15 seconds to create a document from Zendesk Sell in EV2
1 vote -
Document values visible Zendesk Sell
Have the document values be on display in Zendesk Sell integration.
1 vote -
1 vote
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Adobe E-sign
wants to sign completed docs with adobe esign
1 vote -
JazzHR
Integration with JazzHR
1 vote -
1 vote
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1 vote
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Daylite CRM
Native integration with Daylite CRM
1 vote -
Pull graphs from Tableau
Wanted more of an out of the box solution and will revisit this later this year. Requested we pull graphs from tableau for Reps to show audit results on site. Not within out limits.
1 vote -
zapier multiple senders
Theoretically you can add a CC to any created document on Zapier pulling the form from Hubspot. But in reality Pandadoc do not allow to send the document in CC while the creation was initiated visa Zapier. Need to allow CC recipients in Pandadoc when trigger by a zapier task.
1 vote
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