629 results found

1. Expand character limits for values passed from Salesforce Opportunity fields

   Expand the current Character limit of 1000 characters that can be transferred to a field from a Salesforce Opportunity. At the moment, only 1000 characters can be transferred which limits certain cases to be able to create documents from the Opportunities that exceed this limit.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. The ability to log out of Canva from within a template instead of having to go to the Canva website.
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3. Embed a Document View Session will work with react

   Embed a Document View Session will work with react

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4. Humi

   Integration with Humi

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

5. populate two salesforce opportunities in one pricing table

   populate two salesforce opportunities in one pricing table

   For example, Product and coupon opportunities in populated within one pricing table.

   https://pandadoc.zendesk.com/agent/tickets/404226

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6. Pandadoc document value in Pipedrive panel

   Show Pandadoc document value in Pipedrive panel

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7. Do you interface with BotDoc.io?

   Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.

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8. MS Dynamics: to show Date Only without time stamp

   to show Date Only without time stamp when a document is created

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9. When both Order and Contract have been completed set status to Closed in Salesforce

   When both Order and Contract have been completed set status to Closed in Salesforce

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10. Link a PandaDoc document to a Pipedrive deal via Zapier.
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11. Customize SalesForce PDF trigger

    Possibility to auto-link PDF to the object you create the document from and other objects linked to the parent one.

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12. Legal advising software

    Integration with Legal advising software to help with agreements

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13. Log email reminders to Salesforce

    Templates are setup to send reminder emails to customers. Is it possible to log those email reminders to Salesforce?

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14. Pull in tax from Zoho as template field
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15. Kajabi

    Integration with Kajabi

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16. SCORE CRM

    SCORE CRM

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17. collect payments with Tickets.com/ProVenue

    collect payments with Tickets.com/ProVenue

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18. Collect payments with payonlineticket.com

    collect payments with payonlineticket.com

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19. Scorp CRM

    Scorp CRM

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20. AroFlo

    Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.

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