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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1013 results found

  1. 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)

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. 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.

    2 votes

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  3. Ability to use Tax with Zoho Deals

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

    2 votes

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  4. 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.

    2 votes

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  5. Salesforce: pull variables of related objects to PandaDoc

    2 votes

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  6. Isracard payment gateway

    Option to connect to Isracard's payment gateway

    2 votes

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  7. Green Invoice payment gateway

    Option to connect to Green Invoice payment gateway

    2 votes

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  8. Genie AI Integration

    Option to integrate with Genie AI

    2 votes

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  9. 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?

    2 votes

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  10. Follow Up Boss

    Integration with Follow Up Boss

    2 votes

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  11. integration with coda.io

    integration with coda.io

    2 votes

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  12. Pass the Salesforce currency variable to display only the currency symbol

    The customer would like the option for Salesforce to pass the variable values without including 'CAD' for the currency, displaying only the dollar ($) sign instead

    2 votes

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  13. PayPlug Payment Gateway

    2 votes

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  14. Pass Document Status Into a CRM Field

    The ability to pass the document status into a CRM field (as a field value/data) via 2 way-sync or other means.

    2 votes

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  15. [Hubspot] Pass Phone and Title for deal owner

    For now, we can pass first name, last name and email for the deal owner in Hubspot. Would be great to include phone and title (+ any other fields that may be useful in the clients' flows) as well.

    2 votes

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  16. Salesforce automations: Draft status as a trigger to move a document to notes and attachments

    2 votes

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  17. Integration with SAP (S4HANA)

    Integration with SAP (S4HANA)

    2 votes

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  18. Pull the value to fields with Zapier

    Pull the value to fields with Zapier

    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 follow the steps below:

    1. In the PandaDoc template, click on a field, select Properties on the floating panel
    2. Next, add the name to the Merge field
    3. As a result, the field will appear in the Zapier step

  19. Smart form in Zapier Trigger

    Transfer Data from Smart Form to Zapier Triggers

    2 votes

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  20. Pipedrive: Pass Discounted Prices to Price Column

    2 votes

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