1063 results found

1. Sugar CRM: Pull information from 2 different objects at the same time
   3 votes

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2. Map document value to a deal value token using a CRM integration
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3. The ability to integrate with the order management software to use it as contract repository
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4. Wrike

   Integration with Wrike

   3 votes

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5. 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

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6. Justworks

   Integration with Justworks.

   3 votes

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7. 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

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8. 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.

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9. Link to CRM Insightly

   Insightly: update document with the details from CRM.

   3 votes

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10. Payment gateway for Converge Pay processed by Elavon

    Payment gateway for Converge Pay processed by Elavon.

    3 votes

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11. Autoassigning recipients to roles in CRM integrations
    3 votes

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12. 2 way sync for Close

    2 way sync for Close

    3 votes

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13. 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

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14. Deal owner not included as CC

    The option to not include Deal owner as CC recipient if creating document from Pipedrive.

    3 votes

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15. Lucidchart

    integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    3 votes

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16. [Google Sheets] Pass token data

    Ability to easily pass token data to Google Sheets or email after the document is completed

    3 votes

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17. Support Polymorhic Relations for Lookup Field in Salesforce

    At this point, if lookup field in Salesforce refers to 2 objects at the same time, we are not creating objects under PandaDoc setup to pass variables.

    2 votes

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18. Automation: attach a document to a Salesforce Lead object

    Currently, this can only be done with Opportunities. Would like the option to do it with a Lead

    2 votes

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19. Per-method toggles for Square payments

    melissa.maudsley@taxassure.com.au

    2 votes

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20. immediately send a webhook event to Salesforce, once PandaDoc document is linked to SF record, and not to wait for status change afterwards.
    2 votes

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