641 results found

1. Pull products from Salesforce quote groups

   Option to pull products from the Quote object in SFDC that has Quote groups into the pricing table sections automatically

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2. change the color of the download button

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

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3. [Salesforce] sync document activity with the Activity in Salesforce
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4. Log emails sent from PandaDoc in Salesforce

   When sending out a PandaDoc, it would be nice to have the email message logged in SalesForce so reps can track all docs that have been sent for each opportunity and the messages that were sent out with the docs.

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5. Conditional placeholder value based on CRM value

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

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6. Give users who cannot edit ability to import from CRM

   When a user is blocked from directly editing a document, they are also blocked from importing data from the CRM. THis is to suggest an option so these users can import, without being able to directly edit.

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7. Clickable URLs from Salesforce

   Ability to pass clickable URLs from Salesforce fields into PandaDoc fields

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8. Webhook event for expired link

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

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9. Canva Docs

   Allowing Canva DOCS to be utilized in Panda

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10. Add QES toggle setting to Templates

    Add QES toggle setting to the Template level, and then allow it to be reviewed/altered during the "DOCUMENT SEND" UI.

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11. Link PandaDoc documents to Stripe
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12. Format data coming in from Salesforce

    Is there a way to format the data coming in? For example, I want to change the date format to be MM/DD/YYYY and to format the amounts to have currency symbols and comma separators.

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13. Disable automatic webhook deactivation

    Do not deactivate webhook automatically even if HTTP 4xx client errors occur

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14. add tags to documents created via zapier

    add tag to documents automatically via zapier

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15. Salesforce: Rich text roadmap

    Rich text roadmap for salesforce integration.

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    Valeryia Baranava responded

16. Twilio and Zuper

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

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17. link documents to Sugar CRM
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18. Exact.com

    Integration with Exact.com

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

    connect 2 PandaDoc accounts to Pipedrive at the same time

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    Valeryia Baranava responded

20. FreshDesk

    integration with FreshDesk

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