474 results found
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Update a Salesforce field with a custom value when a mapped PandaDoc field is updated
Salesforce Automations: Update a Salesforce field with a custom value when a mapped PandaDoc field is updated. For example, when a client chooses 'France' in the dropdown field, 'FR' is pulled to the Salesforce field.
2 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, it is possible with Salesforce Flow (the SFDC workflow builder), We hope this solution can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Integration with Creator IQ
Integration with Creator IQ (available in Docusign).
2 votes -
Xactimate
Xactimate direct integration with PandaDoc
2 votes -
[ARCHIVE] Creatr documets from GDocs in SFDC
salesforce create documents from google docs
2 votes -
Salesforce - Opportunity Product update in Draft status
Ability to update opportunity products and push the data back to Salesforce in Draft Status
2 votes -
2 votes
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Do not allow to open documents from the Slack notification
Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification
2 votes -
Choose which workspaces send notifications to Slack
Select which of the workspaces send notifications to Slack
2 votes -
pass mobile and phone number from salesforce
pass mobile and phone number from salesforce
For now, only one number mobile or phone can be populated
2 votes -
Pass images from Google Sheets to PandaDoc documents
Pass images from Google Sheets to PandaDoc documents
2 votes -
Update Salesforce fields with PandaDoc variable value for selected templates
Update Salesforce fields with the PandaDoc variable based on the selected templates. There are cases when multiple templates are used with one Opp and not all of the docs created from one opp need to pass the field info. Currently, there is no way to set up the trigger for specific templates.
2 votes -
2 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Once a document is completed, can I have it update an opportunity with the file in Copper?
Once a document is completed, can I have it update an opportunity with the file in Copper?
2 votes -
Pass Document Status Into a CRM Field
The ability to pass the document status into a CRM field (as a field value/data) via 2 way-sync or other means.
2 votes -
[Hubspot] Pass Phone and Title for deal owner
For now, we can pass first name, last name and email for the deal owner in Hubspot. Would be great to include phone and title (+ any other fields that may be useful in the clients' flows) as well.
2 votes -
2 votes
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Guidewire Integration
Guidewire Integration to implement integrations between InsuranceSuite and third party apps
2 votes -
Option to sort PandaDoc folders by most used in Microsoft Dynamics
Option to sort PandaDoc folders by most used not by recently added in Microsoft Dynamics
2 votes -
Company Cam Integration
The option to integrate PandaDoc with the app called Company Cam.
2 votes -
Nutshell Integration for EU server
The Nutshell integration to be made available for accounts in the EU server.
2 votes
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