629 results found
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HighLevel
Integration with HighLevel
4 votes -
sync Document.Value with the Amount field in Salesforce
sync Document.Value with the Amount field in Salesforce
4 votes -
salesforce: select products you want to appear in pricing table from the opp
SFDC Integration: any way to filter the products on a quote to be included on the contract. i.e. have 6 products on opp but only want to show 5. For example, want SLA to be included on opp as product but don't need that pull into product table. Workaround is using mapping products feature but still too much human error to count on sales reps to delete the product. Other workaround is approval workflow for manager to QC product is removed. Ideally want logic they can set up to take care of this so it's just automated
4 votes -
2-way sync with Insightly
As I mentioned, if all the data is in INsightly beforehand, everything works fine. However, that doesn't work with our workflow, where we prefer to have the client enter certain information.
IT's not for confidentiality purposes...we want to put the burden of entering credit card and bank information on them because, if they make a mistake, it's their mistake, not ours.
That's what we're doing now. Insightly did not have the custom fields we needed for credit card and bank information, so we added them to their Opportunity object. When we create a new Opportunity in Insightly and fill in…4 votes -
Typeform
Customer wants to integrate Typeform with PandaDoc to prefill a document with values.
4 votes -
salesforce link
Be able to automatically link to opportunities all the previously linked documents
4 votes -
AutoSelect template based on SFDC field
Use a field in SFDC ( Template ID for example ) to specify which template should be automatically used in SDFC integration.
This should skip template select phase and go right to recipient role mapping
4 votes -
Include products in Link to Opportunity - Pipedrive
Ability to sync updated products from Pipedrive Opportunity to Pricing table when something changes.
4 votes -
Zoho Invoice
Zoho invoice integration.
4 votes -
Pass checkbox fields from Pipedrive into PandaDoc
Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.
4 votes -
Disable auto-population of contacts associated with a deal in Pipedrive to the recipient on a template by template basis
We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.
4 votes -
4 votes
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add product Tax on the Deal Products in pipedrive
ability to add product Tax on the Deal Products level in PD template
4 votes -
Copper
Native integration with Copper
4 votes -
Microsoft Dynamics Discount option
Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).
4 votes -
4 votes
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Braintree
Ability to use braintree as a payment gateway
4 votes -
4 votes
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A Paid badge in PDFs of paid documents
A PDF of a paid document should include the PAID badge, the same as the web view version
4 votes -
Melio
Hi, once API is up we really need melio integration.
3 votes
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