609 results found

1. Ability to link PD documents to Freshsales deals
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2. update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

   update and  lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

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3. add product Tax on the Deal Products in pipedrive

   ability to add product Tax on the Deal Products level in PD template

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4. Copper

   Native integration with Copper

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5. Microsoft Dynamics Discount option

   Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

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6. Pull different products from Salesforce into different sections of a pricing table
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7. Braintree

   Ability to use braintree as a payment gateway

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8. customize triggers for Zapier setup
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9. 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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   Idea  ·  Lindsey Schocke responded

   
   

10. Melio

    Hi, once API is up we really need melio integration.

    3 votes

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    Idea  ·  Lindsey Schocke responded

    
    

11. change the color of the download button

    change the color of the download button for the documents created via API

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    Idea  ·  Lindsey Schocke responded

    
    

12. Qwilr

    Qwilr integration

    3 votes

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    Idea  ·  Lindsey Schocke responded

    
    

13. Ability to pass variables to a pricing table on a template when creating a document using Zapier.

    Ability to pass variables to a pricing table on a template when creating a document using Zapier.

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    Idea  ·  Lindsey Schocke responded

    
    

14. Conditional placeholder value based on CRM value

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

    3 votes

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    Idea  ·  Lindsey Schocke responded

    
    

15. SmartSuite

    SmartSuite integration.

    3 votes

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    Idea  ·  Lindsey Schocke responded

    
    

16. Clickable URLs from Salesforce

    Ability to pass clickable URLs from Salesforce fields into PandaDoc fields

    3 votes

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    Idea  ·  Lindsey Schocke responded

    
    

17. Webhook event for expired link

    Option to have webhook event for the expired link (if the document link expires)

    3 votes

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    Idea  ·  Lindsey Schocke responded

    
    

18. Webhooks for specific templates/documents
    3 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

19. Salesforce: Rich text roadmap

    Rich text roadmap for salesforce integration.

    3 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

20. Twilio and Zuper

    It would be nice to have Zuper and Twilio integration with PandaDoc

    3 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded