1057 results found
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3 votes
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3 votes
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Wrike
Integration with Wrike
3 votes -
pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce
pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce
3 votes -
Justworks
Integration with Justworks.
3 votes -
the ability to designate specific templates available to specific objects within Salesforce.
the ability to designate specific templates available to specific objects within Salesforce.
3 votes -
Insightly: Pull product data from Insightly to PandaDoc
The customer is requesting to pull product data from Insightly to PandaDocs as part of the native integration.
3 votes -
Link to CRM Insightly
Insightly: update document with the details from CRM.
3 votes -
Payment gateway for Converge Pay processed by Elavon
Payment gateway for Converge Pay processed by Elavon.
3 votes -
3 votes
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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 -
Deal owner not included as CC
The option to not include Deal owner as CC recipient if creating document from Pipedrive.
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
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2 votes
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re-sync or webhook replay feature
PandaDoc has a Feature where all completed Docs are attached to SF, however, when SF package are not updated. There comes a time when completed docs are not attached to SF.
It would be good to have a supporting feature that would re-sync all completed docs not attached during SF package late update so it would attach all completed documents once the package has been updated instead of manually uploading to SF
2 votes -
Ability to map Salesforce opportunity fileds with pricing table footer
Scenario: A customer would like to pull the Tax Rate field from the Details tab of the Opportunity to the Tax row in the Pricing Table footer
2 votes -
2 votes
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