987 results found

1. 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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2. Ability to populate dates in Freshsales through tokens without timestamps
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3. AmoCRM

   Integration with AmoCRM,

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

   Ability to pass custom product fields from Salesforce as currency.

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6. [Zendesk sell] sync pandadoc and zendesk sell contacts

   sync pandadoc and zendesk sell contacts

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7. Add value on textfields using CRM variables
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8. EU Server integration with Zapier

   Offer the option to use Zapier with the EU server

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9. Monday.com: automatically assign recipient

   Option to automatically assign recipient to the role during document creation from Monday.com

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10. Link documents back to Zendesk Support

    The option to link PandaDoc documents to Zendesk Support.

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11. Notification when Salesforce package updates are available
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12. Link multiple salesforce opportunities to 1 PandaDoc

    Right now, you are unable to link one PandaDoc document to multiple salesforce opportunities.

    This is a requirement for an organization's internal workflow.

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13. Option to send a document via email and SMS via Zapier

    Option to send a document via email and SMS via Zapier

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14. Link Forms to crm

    Ability to link forms and not just documents to CRM deal pages

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15. 2-way sync with Netsuite

    Current capabilities: https://support.pandadoc.com/hc/en-us/articles/12459280745879-NetSuite#h_01H2TZGZNRK667R44MMR641C1P

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16. Ability to use the collect card details field in relation to Chargify/Maxio

    Ability to use the collect card details field in relation to Chargify/Maxio.
    Currently, you can only use this field with Stripe.

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17. Duplicate document within PandaDoc panel/widget in Salesforce
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18. Webhook trigger for Tags

    Add a new event type for PandaDoc Webhook that triggers whenever a Tag is added (or removed)

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19. Map line items to a table block

    Map line items to a table block via Zapier and/or native integrations.

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20. Salesforce automation

    we are looking at expanding our use of PandaDoc and were thinking about using the system to send our Surveys/Feedback forms.
    If the survey has a positive feedback (would define a specific criteria for that), is it possible to automatically create a new Opportunity from this survey? Or is it limited now to only UPDATE an existing opportunity status based on the documents status?

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