1051 results found

1. 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

   
   

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

   
   

3. 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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4. 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

   
   

5. SmartSuite

   SmartSuite integration.

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   Idea  ·  Lindsey Schocke responded

   
   

6. Halo PSA

   Integration with Halo PSA

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7. 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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8. Clickable URLs from Salesforce

   Ability to pass clickable URLs from Salesforce fields into PandaDoc fields

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   Idea  ·  Lindsey Schocke responded

   
   

9. 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

   
   

10. Canva Docs

    Allowing Canva DOCS to be utilized in Panda

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11. Kommo CRM

    Integration with Kommo CRM

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12. 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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13. Link PandaDoc documents to Stripe
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14. 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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15. My Robin Payroll

    Integration with My Robin Payroll

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16. Disable automatic webhook deactivation

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

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17. add tags to documents created via zapier

    add tag to documents automatically via zapier

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

    
    

19. Salesforce: Rich text roadmap

    Rich text roadmap for salesforce integration.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

20. 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