609 results found

1. Zoho Inventory

   Integration with Zoho Inventory

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. Free Agent integration

   Be able to link with Free Agent

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. CardX

   Integration with CardX as a payment gateway

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4. Upload Consensus video in PandaDoc

   Have the option to upload videos from Consensus into PandaDoc

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5. Product mapping in Sugar CRM. +add the variables to pricing table
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6. Add option to have Discount and Tax items in the footer display the total of each from the line items

   Right now it seems like it is an either/or scenario. what I would like is to have discounts figured on the line items, but pull that from our CRM (Salesforce). Then on the template, have the total of the discounts show up in the discount line in the footer. Same for Taxes.

   This way we can show the total discount, but not show what line item it was on, and manage that from our CRM.

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7. Link2CRM link to Opp and Account

   As a user I would expect Link2CRM to work like a normal link does within SFDC. If we a document is linked to an Opportunity it should also be linked to the account as this is what happens within the main PandaDoc application.

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8. Change the default settings in Card details field

   Ability to change the default Country and State in card details field.

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9. Show deals or quotes created from Pipedrive in Reporting CSV

   Additional column for Deal ID to give customers ability to filter/group by Deal ID in CSV or show total number of quotes created from Pipedrive

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10. Upload file field to save in SFDC

    When a doc is sent from Salesforce and there's an an upload file field assigned to a customer, when the customer uploads something- have that attachment be saved in SF

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11. Pipeline Deals CRM

    User would like to have an ability to integrate with Pipeline Deals CRM.

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12. description of the pricing table item transferred to Xero invoice

    description of the pricing table item transferred to Xero invoice

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13. Dropbox

    A direct integration with Dropbox which will allow users to access it via Settings > Integration in a workspace.

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14. ATS

    Intergrations with ATS, (Paycor)

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15. Edit Draft In Salesforce Window

    "As we are editing our proposal document within Salesforce, and we then leave it and want to revisit at a later date. If we click on the draft it takes us to Panda Doc directly, where as we simply want to keep editing it through our salesforce view. Can you assist? Below shows an image of our SF view, however clicking the draft takes us to PandaDoc. "

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16. Link Salesforce record expiration settings

    Link Salesforce record expiration setting to PandaDoc document

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17. SFDC visibility across workspaces

    The ability to enable SFDC integration to all workspaces at the same time

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18. Pull user email address from Contact object in MS Dynamics

    Pull user email address from Contact object in MS Dynamics

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19. Freshsales custom fields as tokens

    Make custom fields in Freshsales visible as PandaDoc tokens.

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20. Workable

    integration with workable

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