609 results found

1. Adobe PDF

   Option to have an integration with Adobe PDF (similar to MS Word add-in)

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   Idea  ·  Lindsey Schocke responded

   
   

2. Option to exclude certain templates from the “Change Opportunity Status” Trigger
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   Idea  ·  Lindsey Schocke responded

   
   

3. Alternativepayments.io

   Hey,

   I would like to see Alternative.co to be added as one of the payment gateways linked to Pandadoc. It's just like any other gateway such as Stripe, Square, etc. and since my business is collaborating with them, I have to use two different portals to receive payments from the businesses/clientele I'm working with. Please see if this is a possibility of collaborating with them.
   https://www.alternativepayments.io/

   •  

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   Idea  ·  Lindsey Schocke responded

   
   

4. [Salesforce] sync document activity with the Activity in Salesforce
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   Idea  ·  Lindsey Schocke responded

   
   

5. Zoho Flow

   Ability to integrate Zoho flow

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   Idea  ·  Lindsey Schocke responded

   
   

6. Gravity Forms

   Integration with Gravity Forms

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   Idea  ·  Lindsey Schocke responded

   
   

7. The ability to enable both Sandbox and Production SF within one workspace
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8. Option to share templates with users within Microsoft Teams (PandaDoc application)
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   Idea  ·  Lindsey Schocke responded

   
   

9. Organization Variables for Zendesk

   Have variables set up at the Organization level, not just the User and ticket level.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. Show Workspace ID in document details endpoint

    Show workspace ID to the response of Get document details call

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. Google Analytics

    Google analytics integration.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. link documents to Sugar CRM
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. ReAmaze CRM

    Integration with ReAmaze CRM

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. Add pricing items to the summary in Stripe receipt

    Add pricing items to the summary in Stripe receipt. For example, if PandaDoc pricing table has 2 items and VAT in the pricing table, this info should be reflected in the Stripe receipt

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. Ability to access PandaDoc via MS Dynamics' Context IQ

    Allow users to utilize PandaDoc while on MS Dyanmics' Context IQ feature.

    • Context iQ allows collaboration with colleagues or customers right from Dynamics 365. Start a chat without switching apps and stay focused on the task at hand.

    https://dynamics.microsoft.com/en-us/dynamics-and-teams/

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16. Salesforce custom object fields to populate to the recipients' email addresses in PandaDoc
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. Export documents/proposals from Apple's Pages

    Export documents/proposals from Apple's Pages directly into PandaDoc.

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18. the PandaDoc Document to be sent to the contact related to this quote and also the contact roles linked to the opportunity.
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19. Get document details: image URL

    Get image URL or a document attachment via Get document details call

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

20. Dynafile

    Integration with Dynafile

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded