641 results found

1. doc status change date instead of modified date to be reflected in SF PandaDoc lightning component

   Pass document status change date (draft-viewed-voided-completed etc) to SF PandaDoc lightning component instead of modified_date

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2. edit history logs within Pipedrive

   edit history logs within Pipedrive

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3. General HR feedback (explain your HR problem here)

   Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.

   [This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]

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4. filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

   filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

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5. Adobe PDF

   Option to have an integration with Adobe PDF (similar to MS Word add-in)

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   Lindsey Schocke responded

6. Zoho Flow

   Ability to integrate Zoho flow

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   Lindsey Schocke responded

7. The ability to enable both Sandbox and Production SF within one workspace
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   Lindsey Schocke responded

8. Bulk upload documents from Google drive

   Ability to bulk upload documents from a shared Google drive into a PandaDoc workspace.

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9. Jonas Encore CRM

   Jonas Encore CRM integration

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10. Ability to pass info from Quotes in Salesforce to Pandadoc
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11. Set Exclusion Rules for Salesforce Status Triggers

    Set Exclusion Rules for Salesforce Status Triggers

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12. The option to have the status of a deal changed in Fresh CRM once a document changes its status
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13. zoom functionality to the embedded iframe

    • Will allow the user to use zoom functions in embedded IFrame
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14. Bundle document in Salesforce PandaDoc module

    Ability to click on the "+ Document" option in Salesforce's PD module

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15. Option to pull value from Pipedrive Deal custom field to the pricing table

    Option to pull value from the Deal custom field to the pricing table in PandaDoc

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16. Support Custom VidYard URLs

    Our sales team's VidYard URLs do not work with PandaDoc because we have custom VidYard URLs set up. It would be great custom URLs from VidYard were supported.

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17. Organization Variables for Zendesk

    Have variables set up at the Organization level, not just the User and ticket level.

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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

18. Show Workspace ID in document details endpoint

    Show workspace ID to the response of Get document details call

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    Valeryia Baranava responded

19. Salesforce custom object fields to populate to the recipients' email addresses in PandaDoc
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    Valeryia Baranava responded

20. the PandaDoc Document to be sent to the contact related to this quote and also the contact roles linked to the opportunity.
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    Valeryia Baranava responded