607 results found

1. 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

   
   

2. Webhooks for specific templates/documents
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   Idea  ·  Valeryia Baranava responded

   
   

3. Salesforce: Rich text roadmap

   Rich text roadmap for salesforce integration.

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   Idea  ·  Valeryia Baranava responded

   
   

4. Twilio and Zuper

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

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   Idea  ·  Valeryia Baranava responded

   
   

5. Send documents to slack channels

   Proposals to Slack

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   Idea  ·  Valeryia Baranava responded

   
   

6. Exact.com

   Integration with Exact.com

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   Idea  ·  Valeryia Baranava responded

   
   

7. Use Canva Brand Kit

   I would love to use Canva's Brand Kit when using Canva in PandaDoc.

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   Idea  ·  Valeryia Baranava responded

   
   

8. PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)

   PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
   Goal: reduce applications for users to log into. View PandaDoc reporting within iFrame in Salesforce.

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   Idea  ·  Valeryia Baranava responded

   
   

9. pull the variables from various boards / objects and use them across the PandaDoc document

   pull the variables from various boards and use them across the PandaDoc document

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   Idea  ·  Valeryia Baranava responded

   
   

10. connect 2 PandaDoc accounts to Pipedrive at the same time

    connect 2 PandaDoc accounts to Pipedrive at the same time

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    Idea  ·  Valeryia Baranava responded

    
    

11. pull content library items

    provide content library item id, name and other properties when pulling template details from GET request.
    in content placeholders section?

    "content_placeholders": [
        {
            "uuid": "",
            "block_id": "Content Placehoder 1",
            "description": ""
        },
    

    {
    "uuid": "",
    "blockid": "Content Placehoder 1",
    "description": ""
    },
    {
    "uuid": "",
    "blockid": "Content Placehoder 1",
    "description": ""
    }
    ],

    3 votes

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    Idea  ·  Valeryia Baranava responded

    
    

12. FreshDesk

    integration with FreshDesk

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    Idea  ·  Valeryia Baranava responded

    
    

13. salesforce - pandadoc logs

    Increase limitation of 1000 logs by shifting the logs in the new Custom object in salesforce instead PandadocExceptionLogs__c?

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    Idea  ·  Valeryia Baranava responded

    
    

14. Convert Google Form to the PandaDoc Form

    A way to convert a Google Form to a Pandadoc Form

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    Idea  ·  Valeryia Baranava responded

    
    

15. Automatically set the receiver as the client in Monday

    Automatically set the receiver as the client in Monday.

    • automatically adds reciever as client in monday.com during creating a document.
    3 votes

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    Idea  ·  Valeryia Baranava responded

    
    

16. Get workspace ID from IU

    Option to get workspace Id from UI

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    Idea  ·  Valeryia Baranava responded

    
    

17. Quickbooks Enterprise Desktop Support

    Able to support desktop version of Quickbooks

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    Idea  ·  Valeryia Baranava responded

    
    

18. Delete a background when the image is added from Canva

    To delete white background (make a background transparent) when the image is added from Canva

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    Idea  ·  Valeryia Baranava responded

    
    

19. Validation on 'Create Document' button on Salesforce

    Need a way to have validation to prevent the "Create Document" button being clicked on Salesforce only until a text/picklist/checkbox field is "Approved" OR Ticked.

    This is to prevent Sales Reps from creating documents until they finish up the pre-requisite process in Salesforce

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    Idea  ·  Valeryia Baranava responded

    
    

20. View Integration Connection Status by User
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    Idea  ·  Valeryia Baranava responded