1057 results found

1. Box.com integration

   Integrate with Box.com

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2. Ability to check what monday.com variables are used

   The employee who added variables to our PandaDoc templates via Monday.com items is no longer with us. I currently have multiple Monday.com boards with active items being used as variables connected to multiple PandaDoc templates. The problem is I have no idea which variables listed in Monday.com are connected to which templates in PandaDoc. I'm trying to figure out the best way to find out where the variables are connected/integrated in Monday.com and vice versa.

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3. Upload files from the document to SharePoint

   We would like to retrieve the files uploaded to collect files field via Zapier to MS SharePoint

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4. Stripe - Support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods

   PandaDoc to support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods through Stripe.

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5. Connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement

   connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement

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6. LimeSurvey

   Integrate PandaDoc with LimeSurvey

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7. Zapier action - create a document in PandaDoc via PDF upload

   create a document in PandaDoc via PDF upload

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8. Remove/turn off the "most recently used" templates option in Pipedrive

   remove/turn off the "most recently used" templates option in Pipedrive

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9. Template Revisions Endpoint

   Get revisions of the templates to see how they have been changing historically

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10. Pass files from CRM to Pandadoc

    • Option to pass files from CRM to pandadoc
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11. Zoho Pass custom fields from quote to a pricing table

    I would like to grab the products and custom fields like VAT and Terms into the documents via Zoho integration when creating a document from a Quote. Some of them can be sent only with the deals, but my use case doesn't work with creating Deals. I tried sending from the deals module but this doesn't work as deals doesn't hold the pricing/product data like the quotes module does.

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12. Webhook trigger for CRM object link

    Add a new event type for PandaDoc Webhook that triggers whenever a CRM Object is linked (or unlinked)

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13. Fillquick

    Integrate with Fillquick

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14. Create PandaDoc Documents records when using the Link to SF feature
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15. SecurityTrax

    Ability to integrate with SecurityTrax

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16. LeadConnector

    LeadConnector native integration.

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17. 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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18. Melio

    Hi, once API is up we really need melio integration.

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    Idea  ·  Lindsey Schocke responded

    
    

19. change the color of the download button

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

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    Idea  ·  Lindsey Schocke responded

    
    

20. Qwilr

    Qwilr integration

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    Idea  ·  Lindsey Schocke responded