641 results found
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Ability to set up data merge for documents in Zapier.
Ability to set up data merge for documents in Zapier.
1 vote -
Generate PDF from Salesforce Flow or Trigger
The option to generate the PDF from Salesforce Flow or Trigger without going through the PandaDoc UI component.
1 vote -
download the CSV of document names and the deals linked
download theCSV of document names and the deals linked
1 vote -
Ability to enable silent flag in Zoho (Notifications)
Ability to enable silent flag in Zoho (Notifications)
1 voteLindsey Schocke responded
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[Pipedrive] Show the documents of the workspace the user belongs to only
Show the documents of the workspace the user belongs to only (for now we show documents across the whole organization - even from workspaces the user doesn't blong to).
1 vote -
[Microsoft Dynamics] Primary contact information of the account is passed as recipient rather than account information
If the document is created from Quote and Potential customer is set to account, primary contact information of the account should be passed as recipient (rather than account information itself).
1 vote -
iFrame error details
iFrame contents could be something like "You must be logged in to view this contents" instead of the gray screen saying "app refused to connect"
1 vote -
Auto-populate contact roles from Dynamics
Auto-populate contact from the dynamics when creating a document (as it works in SF).
1 vote -
1 vote
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Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)
Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)
1 vote -
1 vote
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Discord
Integration with Discord
1 vote -
Webhook for entire account
I'm building up our workspace structure whilst integrating Pandadocs with our internal systems. I have a Webhook working at the top Workspace level but have noticed it isn't triggered at the child workspace level.
I've looked at the integrations for the child workspaces and there are no webhook entries. I've viewed the parent webhook, and there's no option to share this across workspaces.
Is it possible to have a webhook triggered across our entire account? Or would I need to setup a webhook for every single workspace?
1 vote -
Pulling related lists from Microsoft Dynamics
Pulling related lists from Microsoft Dynamics. The client has a related list attached to the Quote record and would like to pull the information from it to the PandaDoc document.
1 vote -
Cross-object population for Microsoft Dynamics
The client is using Quote as the main object however he would like to pass the values from the fields that are located at the Product object level.
1 vote -
Pipedrive released a new feature (see description for details)
Pipedrive released a new feature that allows to enable or disable products when selecting them for a deal (SEE image 1) - when the Pandadoc is created, deselected products are still passed into the Pandadoc pricing table, regardless of toggle (SEE image 2).
This is unintended behavior, can a fix or patch be made to the integration component to filter our products that have been disabled?1 vote -
Confluence
Integrate with Confluence to add digital signatures to Confluence pages.
1 vote -
1 vote
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Use custom fields from Sugar CRM in merge rules
Option to use custom field from Sugar CRM in the merge rules
1 vote -
Contract created from the Opportunity in SF to become a separate independent object you can link pandadoc documents to since the opportunity
Contract created from the Opportunity in SF to become a separate independent object you can link pandadoc documents to since the opportunity becomes irrelevant on the stage where the client has already agreed to sign the Contract.
1 vote
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