641 results found
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Editing documents in Zendesk Sell
PandaDoc opens in a new tab - rather than in the frame in Zendesk Sell for editing (or the link is generated and sent to make editing the documents easier and faster)
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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Automatically remove users from PandaDoc
Remove users from Office 365 (Microsoft CRM) --- automatically removed from PandaDoc (sync trigger based on "disabled")
2 votes -
2 votes
Valeryia Baranava responded
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Wolters - Kluwer (CCH) CRM
wolters - kluwer (CCH) crm integration
2 votes -
Ability to associate PandaDoc with Accounts, Contacts at the same time (salesforce)
I have the Contact associated with two Accounts in Salesforce and you want to link one document to these 2 Accounts?
2 votes -
Zendesk Sell pull more contact variables(tokens)
At the moment only the first name, last name, email, company and phone of a contact could be pulled from Zendesk cell into PandaDoc (doesn't matter if a document is created from a deal or contact). It is possible to pull street, postal code and city only using the tokens from a gear icon when a document is created from a deal (for example, [Contact.City]). The feature request is to be able to pull those fields (city, postal code, street, etc.) for any contact
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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Separate Google Drive per User
Allow each user to upload from separate google drive accounts rather than the same google drive account
2 votes -
Pre-assign Roles in Zendesk Sell
Allow for integration between Zendesk Sell and PD the capability of pre-asssigning the recipients to the role when creating a document within 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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Theralytics and Gusto
My company uses Theralytics to manage ABA Therapy Employee Documents & Billing . We use Gusto for Payroll & Employee Documents as well. When I collect new employee forms it would be awesome to move them to the Gusto & Theralytics files instead of downloading them all separately and then uploading them to the two other platforms. Additionally, we are interested in using the credit card collection tools in Pandadoc but concerned about the fact that it won't integrate with Theralytics Invoice tracking.
2 votes -
Recognize float numbers in Pipedrive Numerical fields
Numerical field in Pipedrive can display float values (e.g 10.5), but PandaDoc does not recognize floats, only integer values.
The customer would like to be able to use float numbers to pass them to PandaDoc variables
2 votes -
2 votes
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Update Opportunity Products trigger should ignore any documents added to this Opportunity that change their status after Opp is closed
Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.
2 votes -
Receive invoices for accounts with Automatic collection method
I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.2 votes -
TaxJar
TaxJar integration
2 votes -
WaveApps
WaveApps to create and send invoices for integration
2 votes -
Support Worldpay payment gateway
so we use world pay
we cant link that to your app2 votes -
2 votes
Hi there,
Thanks for sharing this idea. At the moment, this is not on our roadmap, mainly because the use case isn't fully clear to us yet.
Currently, line items or products are pulled in and used as inputs for our quoting components — like the pricing table or quote builder. We're not planning any changes here for now.
That said, if you have a specific scenario or workflow in mind, we’d really love to hear it! Feel free to reply here or drop me an email — happy to follow up and see if this is something we should explore further.
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2 votes
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2 votes
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Remove Salesforce document drafts
Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc
2 votes
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