987 results found
-
2 way sync for Close
2 way sync for Close
3 votes -
Bind PD documents to be seen on the Microsoft Dynamics 365 forms
Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.
3 votes -
3 votes
-
Deal owner not included as CC
The option to not include Deal owner as CC recipient if creating document from Pipedrive.
3 votes -
update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again
update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again
3 votes -
Lucidchart
integration with Lucidchart
Ability to paste a link to chart, same way our video block works
3 votes -
[Google Sheets] Pass token data
Ability to easily pass token data to Google Sheets or email after the document is completed
3 votes -
2 votes
-
Xactimate
Xactimate direct integration with PandaDoc
2 votes -
[ARCHIVE] Creatr documets from GDocs in SFDC
salesforce create documents from google docs
2 votes -
Salesforce - Opportunity Product update in Draft status
Ability to update opportunity products and push the data back to Salesforce in Draft Status
2 votes -
2 votes
-
Do not allow to open documents from the Slack notification
Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification
2 votes -
Choose which workspaces send notifications to Slack
Select which of the workspaces send notifications to Slack
2 votes -
export csv for one document created from form
To download the CSV file for one form response, not for all responses from one form
2 votes -
e-invoicing formats for payments
e-invoicing formats for payments
2 votes -
Gainsight integration
native gainsight integration so a CS and Legal team could create documents directly from GS and sync data between two systems.
2 votes -
Sync bullet points back into Salesforce (update opportunity products trigger)
At the moment, bullet points will not sync back into the description (or a custom rich text field) in Salesforce product when using the trigger. It will show as one line.
2 votes -
pass mobile and phone number from salesforce
pass mobile and phone number from salesforce
For now, only one number mobile or phone can be populated
2 votes -
Pass first and last name from contact in monday.com to recipient in PandaDoc document
Right now, the behavior is that only the email address will convert to the PandaDoc recipient, and the user will have to go and add first and last name so the recipient does not sign a document with the email address.
2 votes
- Don't see your idea?