641 results found

1. Salesforce: sync subtotal from PandaDoc to opportunity

   I would like to know if it's possible to sync the Subtotal field from a PandaDoc template with the Opportunity Amount field in Salesforce. Ideally, when a new template is created/updated in PandaDoc, the subtotal would automatically update the opportunity amount in Salesforce.

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2. Create a record in Salesforce when document is completed

   The ability to create records in Salesforce when a document status changes

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3. Link documents back to Zendesk Support

   The option to link PandaDoc documents to Zendesk Support.

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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

   We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

   For more information, contact our Support Team.

4. 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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5. 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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6. Link Forms to crm

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

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7. Pass currency from various objects in Salesforce, not only Opportunity

   We have pricing tables based on other objects (e.g. quotes, orders, custom objects). The recently released solution which passes currency from Salesforce opportunities to PandaDoc documents is nice, but it does not cover our needs. We don't create any pricing tables from Opportunities. Also, basing currency on the user's locale is not a solution for us, as currencies are product-specific, not user-specific. And it would be ideal to minimize the number of templates we need to create by having the currency automatically passed through.

   (here is the link to the recently delivered idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40965565-pricing-table-currency-based-on-salesforce-opportu)

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8. Have Slack integration with EU Server
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9. Template Thumbnails (embedding)

   Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
   Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

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10. Duplicate document within PandaDoc panel/widget in Salesforce
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11. 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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12. 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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13. Zapier: Ability to extract recipient's attachments

    Ability to extract recipient's attachments via Zapier.

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14. Change invoice billing currency

    Change invoice billing currency ( Recurly )

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    Being Evaluated  ·  Valeryia Baranava responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

15. Create PandaDoc Documents records when using the Link to SF feature
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16. Connect Multiple Quickbooks Account

    -Connect a specific Quickbooks Account per workspace simultaneously or
    -Select a specific Quickbooks account in PandaDoc

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17. See the recipient's details in the 'document.viewed' webhook.

    To have the option for Webhook to expose an IP or recipient details of who viewed the document.

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18. Salesforce: product description mapping

    Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table

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    Lindsey Schocke responded

19. 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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    Lindsey Schocke responded

20. Prevent deactivated products in Pipedrive from being populated to the PandaDoc document

    deactivated products in Pipedrive are not populated to the PandaDoc document

    https://pandadoc.zendesk.com/agent/tickets/503711

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    Lindsey Schocke responded