1043 results found
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EngageBay CRM
Integrate with EngageBay CRM
2 votes -
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.
2 votes -
Add recipient link instead of internal document link to the Active Campaign
add recipient link instead of internal document link to the Active Campaign
2 votes -
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.
2 votes -
2 votes
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Create a record in Salesforce when document is completed
The ability to create records in Salesforce when a document status changes
2 votes -
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 -
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 -
Ability to use Tax with Zoho Deals
Right now, Tax can only be used with Quotes in Zoho
2 votes -
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 -
2 votes
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:
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Isracard payment gateway
Option to connect to Isracard's payment gateway
2 votes -
Green Invoice payment gateway
Option to connect to Green Invoice payment gateway
2 votes -
Genie AI Integration
Option to integrate with Genie AI
2 votes -
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 -
Follow Up Boss
Integration with Follow Up Boss
2 votes -
integration with coda.io
integration with coda.io
2 votes -
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 -
2 votes
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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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