1051 results found
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Set a default workspace on each Salesforce object
we are hoping to link two different PandaDoc workspaces to the Contract tab on Opportunity and the Contract tab on Account in Salesforce.
For example,
Contract Tab on Opportunity -> Test1 (PandaDoc Workspace)
Contract Tab on Account -> Test2 (PandaDoc Workspace)2 votes -
Export documents from ActiveCampaign to Pandadoc
I want to integrate PandaDoc to ActiveCampiagn. But I have facing problem in migrating files from PandaDoc to AC. I'd like to export files that are on the contact record.
2 votes -
MS Dynamics: automatic template selection based on data fields
Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)
2 votes -
Pull currency symbol into the text column from CRM to PandaDoc
Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)
2 votes -
2 votes
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2 votes
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PandaDoc <> Insightly: pre-assign the recipient
I want to have the signers be automatically populated in theory respective roles on creation of the doc when I click the button and select the template without having to manually add each signer. I want this to populate based on a role or other field on the contact in Insightly. I want the sender/second signer to automatically populate from the owner of the opportunity.'
2 votes -
Markate CRM
Integrate with Markate (CRM) or create a native PandaDoc automation.
2 votes -
Override MS Dynamics date variable settings with PandaDoc date settings
Override MS Dynamics date variable settings with PandaDoc date settings
2 votes -
filter PandaDoc statuses in Salesforce
filter PandaDoc statuses in Salesforce
2 votes -
White-labelling of the T&C block under the signature
Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used
2 votes -
Halo CRM
Halo CRM integration.
2 votes -
PandaDoc in Salesforce Financial Service cloud
Adding PandaDoc module to Salesforce Financial Services Cloud
2 votes -
Salesloft Integration to send PD created briefs as part of a marketing cadence
Integration with Salesloft to send PandaDoc created documents as part of a marketing sequence or cadence
2 votes -
MS Teams: all users' notifications
Option to see all users' notifications from all workspaces within MS Teams
2 votes -
Cin7
The ability to integrate with Cin7 via API/ Native integration
2 votes -
2 votes
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Import colors from Google
Import colors from Google
2 votes -
PandaDoc module for BambooHR
PandaDoc module for BambooHR
2 votes -
Edit templates and documents inside of Zoho CRM
Ability to edit templates and documents inside of Zoho CRM
2 votes
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