635 results found
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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 -
Get workspace ID from IU
Option to get workspace Id from UI
3 votes -
Ability to map products into different pricing table sections.
Zoho CRM mapping.
3 votes -
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
3 votes -
3 votes
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Incorporating signatures from other docs to a PandaDoc
Hi! It would be great to get a feature by which you could incorporate signatures from other docs to a certain PandaDoc. Sometimes, for schedule-reasons there are several copies of the same doc being sent to signatories who may wish to sign via different techniques (via email as PDF, hard copies and so on). This leads to multiple duplicates of the signature page being attached manually to the final doc, each of the pages containing one signature only. Therefore, it would be great if PandaDoc supported incorporating signatures to the one and the same PandaDoc, even though the signatures would…
3 votes -
Merge Fields for File Uploads
Please allow file upload objects to be assigned a merge-field tag so we can pass in file(s) from form data submitted by user on our website when creating a document.
Currently this is only possible with text fields, etc.
3 votes -
Participants tokens to be passed from Pipedrive
(info about participants linked to a deal object, for instance)
3 votes -
JIRA
Jira integration
3 votes -
Zoho Inventory
Integration with Zoho Inventory
3 votes -
CardX
Integration with CardX as a payment gateway
3 votes -
Upload Consensus video in PandaDoc
Have the option to upload videos from Consensus into PandaDoc
3 votes -
3 votes
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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.
3 votes -
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.
3 votes -
Change the default settings in Card details field
Ability to change the default Country and State in card details field.
3 votes -
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
3 votes -
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
3 votes -
Pipeline Deals CRM
User would like to have an ability to integrate with Pipeline Deals CRM.
3 votes -
description of the pricing table item transferred to Xero invoice
description of the pricing table item transferred to Xero invoice
3 votes
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