988 results found

1. two different product line items - Salesforce integration

   Two different products in Salesforce (Standard Product and Add-on Product). When creating a contract in PandaDoc, the pricing table should display these products as one which can be called Standard Product with an add-on.

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2. PaySimple

   Ability to integrate with PaySimple as payment gateway

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   Idea  ·  Lindsey Schocke responded

   
   

3. General HR feedback (explain your HR problem here)

   Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.

   [This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]

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4. filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

   filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

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5. Adobe PDF

   Option to have an integration with Adobe PDF (similar to MS Word add-in)

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   Idea  ·  Lindsey Schocke responded

   
   

6. Option to exclude certain templates from the “Change Opportunity Status” Trigger
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   Idea  ·  Lindsey Schocke responded

   
   

7. Alternativepayments.io

   Hey,

   I would like to see Alternative.co to be added as one of the payment gateways linked to Pandadoc. It's just like any other gateway such as Stripe, Square, etc. and since my business is collaborating with them, I have to use two different portals to receive payments from the businesses/clientele I'm working with. Please see if this is a possibility of collaborating with them.
   https://www.alternativepayments.io/

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   Idea  ·  Lindsey Schocke responded

   
   

8. [Salesforce] sync document activity with the Activity in Salesforce
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   Idea  ·  Lindsey Schocke responded

   
   

9. Zoho Flow

   Ability to integrate Zoho flow

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   Idea  ·  Lindsey Schocke responded

   
   

10. Gravity Forms

    Integration with Gravity Forms

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    Idea  ·  Lindsey Schocke responded

    
    

11. The ability to enable both Sandbox and Production SF within one workspace
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    Idea  ·  Lindsey Schocke responded

    
    

12. Option to share templates with users within Microsoft Teams (PandaDoc application)
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    Idea  ·  Lindsey Schocke responded

    
    

13. compress a file in Salesforce with Pandadoc
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14. Bulk upload documents from Google drive

    Ability to bulk upload documents from a shared Google drive into a PandaDoc workspace.

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15. Jonas Encore CRM

    Jonas Encore CRM integration

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16. Ability to pass info from Quotes in Salesforce to Pandadoc
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17. Canva Docs

    Allowing Canva DOCS to be utilized in Panda

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18. Set Exclusion Rules for Salesforce Status Triggers

    Set Exclusion Rules for Salesforce Status Triggers

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19. Link PandaDoc documents to Stripe
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20. Bundle document in Salesforce PandaDoc module

    Ability to click on the "+ Document" option in Salesforce's PD module

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