1051 results found
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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 -
[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 -
2 votes
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Integration with SAP (S4HANA)
Integration with SAP (S4HANA)
2 votes -
Pull the value to fields with Zapier
Pull the value to fields with Zapier
2 votesHi,
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:
- In the PandaDoc template, click on a field, select Properties on the floating panel
- Next, add the name to the Merge field
- As a result, the field will appear in the Zapier step
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Smart form in Zapier Trigger
Transfer Data from Smart Form to Zapier Triggers
2 votes -
Integration into Click Up
Would love to be able to integrate directly into Click Up to create tasks from accepted documents AND attach the document to the task. Would make our workflow much easier, and reduce some manual processes.
2 votes -
2 votes
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Integration with Rexx Systems
Native integration with HR Management System Rexx Systems
2 votes -
Guidewire Integration
Guidewire Integration to implement integrations between InsuranceSuite and third party apps
2 votes -
Option to sort PandaDoc folders by most used in Microsoft Dynamics
Option to sort PandaDoc folders by most used not by recently added in Microsoft Dynamics
2 votes -
2 votes
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Payment Integration with The Merchant Source
Payment Integration with The Merchant Source
2 votes -
Ability to set up the document currency based on the deal currency in a CRM
Ability to set up the document currency based on the Zoho CRM field.
2 votes -
Sign documents directly on Monday.com
The ability to sign documents in CRM iFrames without having it open a new tab.
2 votesHi,
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:
- Open your task on Monday.com and click on the item you’d like to create a document from.
- Select the Settings icon under the PandaDoc widget, then select Modal view from the drop-down.
As a result, when you create a document, you will remain in Monday.com and will not be redirected to a new page.
- Don't see your idea?