632 results found

1. Payment gateway for Converge Pay processed by Elavon

   Payment gateway for Converge Pay processed by Elavon.

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2. WaveApps

   WaveApps to create and send invoices for integration

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3. Autoassigning recipients to roles in CRM integrations
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4. Document forwarding

   CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

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5. Support Worldpay payment gateway

   so we use world pay
   we cant link that to your app

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6. Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table

   Pricing Table: Predefined tokens (#2 need)
   Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

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7. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col

   Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

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8. Tagging of PDF's
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9. MS Dynamics: Stakeholder recipient support

   Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.

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10. ability to link a custom field in Salesforce to the grand total (document value)
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11. The ability to transfer the description part of the Pipedrive catalog directly
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12. PandaDoc add on for Gsuite
    2 votes

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13. Product Description in CRMs

    Pricing table: the option not to pull the product description while it still stays in the CRM.

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14. Remove Salesforce document drafts

    Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

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15. discount to pass in Zoho(if not quotes)
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16. EV2. MS Dynamics - Ability to update document info for EV2 documents/.
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17. Pull information across different record types
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18. Ability to download a receipt as a separate document (PDF)
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19. Copper Sync - Refresh Document

    Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

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20. Payment Gateway - Alipay
    2 votes

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