1043 results found

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

   create a document in PandaDoc via PDF upload

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2. 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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3. Template Revisions Endpoint

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

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4. Pass files from CRM to Pandadoc

   • Option to pass files from CRM to pandadoc
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5. 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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6. 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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7. Fillquick

   Integrate with Fillquick

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8. Create PandaDoc Documents records when using the Link to SF feature
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9. SecurityTrax

   Ability to integrate with SecurityTrax

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10. LeadConnector

    LeadConnector native integration.

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11. 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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12. 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

    
    

13. Melio

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

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    Idea  ·  Lindsey Schocke responded

    
    

14. 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

    
    

15. Qwilr

    Qwilr integration

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    Idea  ·  Lindsey Schocke responded

    
    

16. 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

    
    

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

    
    

18. 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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19. 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

    
    

20. SmartSuite

    SmartSuite integration.

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    Idea  ·  Lindsey Schocke responded