1015 results found

1. 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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2. Fillquick

   Integrate with Fillquick

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3. Create PandaDoc Documents records when using the Link to SF feature
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4. SecurityTrax

   Ability to integrate with SecurityTrax

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5. LeadConnector

   LeadConnector native integration.

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6. 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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7. Salesforce: product description mapping

   Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table

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   Idea  ·  Lindsey Schocke responded

   
   

8. Melio

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

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   Idea  ·  Lindsey Schocke responded

   
   

9. 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

   
   

10. Qwilr

    Qwilr integration

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    Idea  ·  Lindsey Schocke responded

    
    

11. Ability to pass variables to a pricing table on a template when creating a document using Zapier.

    Ability to pass variables to a pricing table on a template when creating a document using Zapier.

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    Idea  ·  Lindsey Schocke responded

    
    

12. 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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13. 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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    Idea  ·  Lindsey Schocke responded

    
    

14. SmartSuite

    SmartSuite integration.

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    Idea  ·  Lindsey Schocke responded

    
    

15. Halo PSA

    Integration with Halo PSA

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16. 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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17. Clickable URLs from Salesforce

    Ability to pass clickable URLs from Salesforce fields into PandaDoc fields

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    Idea  ·  Lindsey Schocke responded

    
    

18. Webhook event for expired link

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

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    Idea  ·  Lindsey Schocke responded

    
    

19. Kommo CRM

    Integration with Kommo CRM

    3 votes

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20. 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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