1046 results found

1. 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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2. 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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3. LimeSurvey

   Integrate PandaDoc with LimeSurvey

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

   create a document in PandaDoc via PDF upload

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5. 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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6. Template Revisions Endpoint

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

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7. Pass files from CRM to Pandadoc

   • Option to pass files from CRM to pandadoc
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8. 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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9. 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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10. Fillquick

    Integrate with Fillquick

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11. Create PandaDoc Documents records when using the Link to SF feature
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12. SecurityTrax

    Ability to integrate with SecurityTrax

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13. LeadConnector

    LeadConnector native integration.

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14. 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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15. 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

    
    

16. Melio

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

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    Idea  ·  Lindsey Schocke responded

    
    

17. 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

    
    

18. Qwilr

    Qwilr integration

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    Idea  ·  Lindsey Schocke responded

    
    

19. 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

    
    

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