633 results found
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Create a Pandadoc Document from the Accounts Panel in Freshworks CRM.
It would be nice to have an ability to create a Pandadoc Document from the Accounts Panel in Freshworks CRM. Currently it is available in Deals Section only.
2 votes -
2 votes
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Salesforce Contract records
When a Panda Doc file is created from an Opportunity record, create SFDC Contract
2 votes -
Profile (Intuit tax software)
Integration with Profile, intuit tax software
2 votes -
Most recent documents at the top first in Salesforce
if there is a way we can set salesforce to show the most recent PandaDoc documents at the top first.
2 votes -
SDK
Please update create Document function in the SDK to accept binary PDF (not url).
2 votes -
Delete a background when the image is added from Canva
To delete white background (make a background transparent) when the image is added from Canva
2 votes -
2 votes
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2 votes
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Copper - pass Work phone number as a token
The work Phone Field with a small triangle https://share.getcloudapp.com/NQu78XJd should be populated as a token. As for now, we don't have an option to add it to the PandaDoc token list. The workaround is to create a custom field.
2 votes -
Push the updates to custom object in Salesforce for notes
Push the updates to custom object in Salesforce for notes
2 votes -
Wire Transfer and pass the 4% charges to the Customer
Wire Transfer and pass the 4% charges to the Customer
2 votes -
ability to pass more than one Salesforce related list into pricing table
currently you can only pass one related list for pricing tables at a time
2 votes -
Split lines on Zapier
Zapier currently pulls recipient info from pandadoc onto the same line making it impossible to use data from an individual recipient
2 votes -
Zendesk Sell Show Lead Documents After Conversion
Documents in Zendesk Sell that were created during the Lead process should be viewable in the PandaDoc integration after the lead has converted into a sale.
2 votes -
Refresh tokens in Dynamics
Re-add the refresh token option in EV2
2 votes -
2 votes
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when the document is uploaded to Microsoft teams, there's no option to convert it.
when the document is uploaded to Microsoft teams, there's no option to convert it.
2 votes -
Automation with the internal systems(using freshbook) For invoices and contracts
Automation with the internal systems(using freshbook)
For invoices and contracts2 votes -
pull photos of users to PandaDoc documents from Salesforce
pull photos of users to PandaDoc documents from Salesforce
2 votes
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