987 results found

1. Pass images from Google Sheets to PandaDoc documents

   Pass images from Google Sheets to PandaDoc documents

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2. EngageBay CRM

   Integrate with EngageBay CRM

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3. Nutshell CRM: Cross-Object Variables

   The option to use cross-object variables in Nutshell, such as pulling variables from the People object when creating a document from the Company object.

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4. Add recipient link instead of internal document link to the Active Campaign

   add recipient link instead of internal document link to the Active Campaign

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5. Block iFrame or or show a warning sign if PD WS is not connected to SalesForce

   We do not "block" the iframe inside Salesforce if the integration is not connected in the workspace. However, it is also important not to show anything in the SF iFrame if the WS is not linked.

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6. Comfi integration
   2 votes

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7. Create a record in Salesforce when document is completed

   The ability to create records in Salesforce when a document status changes

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8. Send the document along with Quickbooks invoice

   Send the document along with the Quickbooks invoice (so the recipient gets one email containing document and invoice)

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9. Automatic currency conversion for CRM merged data when creating documents

   When creating a document from a deal in the CRM automatically convert the currency. From one currency (euro) in CRM deal to another currency when creating proposals.

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10. Ability to use Tax with Zoho Deals

    Right now, Tax can only be used with Quotes in Zoho

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11. Update Salesforce fields with PandaDoc variable value for selected templates

    Update Salesforce fields with the PandaDoc variable based on the selected templates. There are cases when multiple templates are used with one Opp and not all of the docs created from one opp need to pass the field info. Currently, there is no way to set up the trigger for specific templates.

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12. Greenhouse: customize default message sent to Candidates along with the pandadoc document.
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13. Salesforce: pull variables of related objects to PandaDoc
    2 votes

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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

    Salesforce look-up fields

14. Isracard payment gateway

    Option to connect to Isracard's payment gateway

    2 votes

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15. Green Invoice payment gateway

    Option to connect to Green Invoice payment gateway

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16. Genie AI Integration

    Option to integrate with Genie AI

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17. Once a document is completed, can I have it update an opportunity with the file in Copper?

    Once a document is completed, can I have it update an opportunity with the file in Copper?

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18. API - Link PandaDoc Document to Salesforce Opportunity

    Ability to Link PandaDoc Document to Salesforce Opportunity via API

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19. Follow Up Boss

    Integration with Follow Up Boss

    2 votes

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20. integration with coda.io

    integration with coda.io

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