1043 results found
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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 -
QuickBooks Inventory
QuickBooks: ability to disable "New inventory in QB is created based on the PandaDoc document name (in case there is no existing product in QuickBooks using the exact document name)''
2 votes -
Download the PDF as separate files via Zapier when the document is bundled
Download the PDF as separate files via Zapier when the document is bundled
2 votes -
Streak CRM
integration and automations with Streak CRM
2 votes -
import a previously completed proposal into a new opportunity in ZOHO
import a previously completed proposal into a new opportunity. For example. We often have service agreements that renew yearly. The proposal typically does not change much other than the price or minor scope changes. If we could import the previous years document into the renewal opportunity it would save us from having to completely re-create the proposal or having to copy and pate it all into a new doc.
2 votes -
Expose a variable to Zapier without setting it as a text block on the document itself
Option to pass values from variables that are not used in a document to Zapier.
2 votes
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