640 results found

1. Automate.io

   Introduce native automate.io integration

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2. Custom payment integration

   Customer would like to be able to integrate the payment gateway with their proprietary payment processor.

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3. Sage 200

   Integration with accounting software like Sage 200

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4. library of already added designs from Canva in PandaDoc

   library of already added designs from Canva in PandaDoc

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5. Push Form document to Salesforce

   Associate a completed Form response to a Salesforce record.

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6. Google docs extension similar to word

   Have the same functionality as PD word extension but within Google docs

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7. Salesforce, link PandaDoc to multiple Salesforce Objects
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8. Pull values to Pricing Table custom columns via Zapier

   At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.

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9. Ability to populate dates in Freshsales through tokens without timestamps
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10. Google Forms

    Integration with Google Forms

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11. AmoCRM

    Integration with AmoCRM,

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12. To be able to provide placeholders for checkboxes in Zapier. EV2
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13. Ability to format custom product fields from Salesforce

    Ability to pass custom product fields from Salesforce as currency.

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14. 2-way synchronization with Copper

    2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

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15. [Pipedrive] The ability to connect the products in pipedrive with pandadoc cataloge products
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16. [Zendesk sell] sync pandadoc and zendesk sell contacts

    sync pandadoc and zendesk sell contacts

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17. Add value on textfields using CRM variables
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18. Generate link for draft document

    The actual question we have is if it's possible to generate a link to a document in the draft status, allowing the user to send that link directly to a recipient for e-signature instead of having the document sent through PandaDoc app.

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    Idea  ·  Lindsey Schocke responded

    
    

19. limit document creation to be only created from CRM at the template level

    limit document creation to be only created from the CRM at the template level
    This will assist with adoption and further implementing best practices.

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    Idea  ·  Lindsey Schocke responded

    
    

20. Conditional placeholder value based on CRM value

    Conditional placeholder value based on CRM value
    - customize placeholder value based on a condition value from CRM

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    Idea  ·  Lindsey Schocke responded