1069 results found
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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 -
Google sheets integration: setup document name
Option to setup the document name and include the recipient's name, so the document name, for example, is shown as Endorsement Agreement - John Smith
2 votes -
Google sheets integration: variable in the email message
Option to add a variable and populate the recipient's name in the email message when you send the documents via Google Sheets integration
2 votes -
Salesforce: ability to pass recipient job title
Ability to pass recipient job title (add title to the recipients mapping)
2 votes -
2 votes
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Salesforce: select owner in Documents Activity Trigger
Option to select the owner of the activity in Documents Activity Trigger in Salesforce (change the "Note Owner" or "Created by" field in the Notes object). Any Notes added to the Opportunity from any document should be created by the user sending out the Document.
2 votes -
Excel integration: changes in real time
Option to connect Excel table with Pandadoc and have it changed as soon as something is changed in Excel
2 votes -
Make: keep the field empty in case there is no value to pass
Option to keep the field empty in PandaDoc document in case there is no value to pass. For now, in case the mapped value is available, it will be passed to the field in PandaDoc document. If there is no value, it will appear as "undefined".
2 votes -
2 votes
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doc status change date instead of modified date to be reflected in SF PandaDoc lightning component
Pass document status change date (draft-viewed-voided-completed etc) to SF PandaDoc lightning component instead of modified_date
2 votes -
Broken Web Hooks Notification
Can customers get notified when their web hooks aren't working or when they're broken. Right now there's no way for customers to get actively notified on when a web hook is working or isn't.
2 votes -
The option to use the quote number from Dynamics 365 as the sequencing number when sending a document.
The option to use the quote number from Dynamics 365 as the sequencing number when sending a document.
2 votes -
2 votes
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restrict the user to view the second document if they haven't completed the fields on the 1st document
restrict the user to view the second document if they haven't completed the fields on the 1st document
2 votes -
2 votes
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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.
2 votes -
PaySimple
Ability to integrate with PaySimple as payment gateway
2 votes -
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]
2 votes
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