641 results found
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Dynafile
Integration with Dynafile
2 votesValeryia Baranava responded
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Dynamics 365 Jobs
Integration with Dynamics 365 Jobs
2 votes -
to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in
to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in PandaDoc and synchronize each one of them into separate Dropbox folders
2 votes -
More documents in Pipedrive document panel
To be able to toggle an option to view more documents in the PAndadoc panel in Pipedrive.
2 votes -
Most recent documents at the top first in Salesforce
if there is a way we can set salesforce to show the most recent PandaDoc documents at the top first.
2 votes -
Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed
Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed
2 votes -
Split lines on Zapier
Zapier currently pulls recipient info from pandadoc onto the same line making it impossible to use data from an individual recipient
2 votes -
Zendesk Sell Show Lead Documents After Conversion
Documents in Zendesk Sell that were created during the Lead process should be viewable in the PandaDoc integration after the lead has converted into a sale.
2 votesHi! 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.
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2 votes
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2 votes
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when the document is uploaded to Microsoft teams, there's no option to convert it.
when the document is uploaded to Microsoft teams, there's no option to convert it.
2 votes -
Automation with the internal systems(using freshbook) For invoices and contracts
Automation with the internal systems(using freshbook)
For invoices and contracts2 votes -
pull photos of users to PandaDoc documents from Salesforce
pull photos of users to PandaDoc documents from Salesforce
2 votes -
MS teams - ability to sign in-person
Would like the ability to sign in-person through Teams integration
2 votes -
display multi-year contract and TCV in the same table: have a multi-year pricing table which has separate total columns for each year
Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)
2 votes -
Fishbowl
Client would like to have the ability to integrate with fishbowl
2 votes -
MS Dynamics GP
I want to integrate with MS Dynamics GP
2 votes -
Cascade HR
Have an integration with Cascade HR system
2 votes -
a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.
a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.
2 votes -
Speed up generating a document from Zendesk Sell
It takes 10-15 seconds to create a document from Zendesk Sell
2 votesHi! 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.
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