641 results found
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Integration with Safety Culture
We use iauditor by Safety Culture for our site audit reports. Can Safety Culture be integrated? What would be the cost? As per this link, it can be done https://zapier.com/apps/pandadoc/integrations/safetyculture
2 votes -
Salesforce: merge multiple tokens into one field
In Salesforce Billing Address is captured in separate fields like Billing, Street, City, State, Postal code and country. How do I merge multiple fields from Salesforce into one field in PandaDoc?
2 votes -
BambooHR integration improvement
- It would be great to receive a notification from BambooHR as a reminder when the record is created since we have to manually add more information.
- The Information that can be pulled into the employee record in BambooHR from the PandaDoc document are too little compared to the many others we have to manually add. It would be great to have more info automatically added
2 votes -
Set a default workspace on each Salesforce object
we are hoping to link two different PandaDoc workspaces to the Contract tab on Opportunity and the Contract tab on Account in Salesforce.
For example,
Contract Tab on Opportunity -> Test1 (PandaDoc Workspace)
Contract Tab on Account -> Test2 (PandaDoc Workspace)2 votes -
MS Dynamics: automatic template selection based on data fields
Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)
2 votes -
Pull currency symbol into the text column from CRM to PandaDoc
Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)
2 votes -
2 votes
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2 votes
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Automations: send a document when a new lead in generated in Pipedrive
Option to send a PandaDoc document when a new lead in generated in Pipedrive
2 votes -
PandaDoc <> Insightly: pre-assign the recipient
I want to have the signers be automatically populated in theory respective roles on creation of the doc when I click the button and select the template without having to manually add each signer. I want this to populate based on a role or other field on the contact in Insightly. I want the sender/second signer to automatically populate from the owner of the opportunity.'
2 votes -
Markate CRM
Integrate with Markate (CRM) or create a native PandaDoc automation.
2 votes -
filter PandaDoc statuses in Salesforce
filter PandaDoc statuses in Salesforce
2 votes -
MS Teams: all users' notifications
Option to see all users' notifications from all workspaces within MS Teams
2 votes -
QuickBooks Inventory
QuickBooks: ability to disable "New inventory in QB is created based on the PandaDoc document name (in case there is no existing product in QuickBooks using the exact document name)''
2 votes -
Download the PDF as separate files via Zapier when the document is bundled
Download the PDF as separate files via Zapier when the document is bundled
2 votes -
import a previously completed proposal into a new opportunity in ZOHO
import a previously completed proposal into a new opportunity. For example. We often have service agreements that renew yearly. The proposal typically does not change much other than the price or minor scope changes. If we could import the previous years document into the renewal opportunity it would save us from having to completely re-create the proposal or having to copy and pate it all into a new doc.
2 votes -
Salesforce: ability to pass recipient job title
Ability to pass recipient job title (add title to the recipients mapping)
2 votes -
Salesforce: select owner in Documents Activity Trigger
Option to select the owner of the activity in Documents Activity Trigger in Salesforce (change the "Note Owner" or "Created by" field in the Notes object). Any Notes added to the Opportunity from any document should be created by the user sending out the Document.
2 votes -
Excel integration: changes in real time
Option to connect Excel table with Pandadoc and have it changed as soon as something is changed in Excel
2 votes -
2 votes
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