1043 results found

1. Halo PSA

   Integration with Halo PSA

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2. 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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3. Clickable URLs from Salesforce

   Ability to pass clickable URLs from Salesforce fields into PandaDoc fields

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   Idea  ·  Lindsey Schocke responded

   
   

4. 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

   
   

5. Canva Docs

   Allowing Canva DOCS to be utilized in Panda

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6. Kommo CRM

   Integration with Kommo CRM

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7. 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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8. Link PandaDoc documents to Stripe
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9. Format data coming in from Salesforce

   Is there a way to format the data coming in? For example, I want to change the date format to be MM/DD/YYYY and to format the amounts to have currency symbols and comma separators.

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10. My Robin Payroll

    Integration with My Robin Payroll

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11. Disable automatic webhook deactivation

    Do not deactivate webhook automatically even if HTTP 4xx client errors occur

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12. add tags to documents created via zapier

    add tag to documents automatically via zapier

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13. Webhooks for specific templates/documents
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. Salesforce: Rich text roadmap

    Rich text roadmap for salesforce integration.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. Twilio and Zuper

    It would be nice to have Zuper and Twilio integration with PandaDoc

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. Send documents to slack channels

    Proposals to Slack

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. Exact.com

    Integration with Exact.com

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

18. Use Canva Brand Kit

    I would love to use Canva's Brand Kit when using Canva in PandaDoc.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

19. PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)

    PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
    Goal: reduce applications for users to log into. View PandaDoc reporting within iFrame in Salesforce.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

20. pull the variables from various boards / objects and use them across the PandaDoc document

    pull the variables from various boards and use them across the PandaDoc document

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded