1049 results found

1. 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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2. Adobe PDF

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

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   Idea  ·  Lindsey Schocke responded

   
   

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

   
   

4. 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

   
   

5. Zoho Flow

   Ability to integrate Zoho flow

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   Idea  ·  Lindsey Schocke responded

   
   

6. Gravity Forms

   Integration with Gravity Forms

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   Idea  ·  Lindsey Schocke responded

   
   

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

   
   

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

   
   

9. compress a file in Salesforce with Pandadoc
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10. Bulk upload documents from Google drive

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

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11. Jonas Encore CRM

    Jonas Encore CRM integration

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12. Ability to pass info from Quotes in Salesforce to Pandadoc
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13. Set Exclusion Rules for Salesforce Status Triggers

    Set Exclusion Rules for Salesforce Status Triggers

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14. The option to have the status of a deal changed in Fresh CRM once a document changes its status
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15. zoom functionality to the embedded iframe

    • Will allow the user to use zoom functions in embedded IFrame
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16. Bundle document in Salesforce PandaDoc module

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

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17. Pinch

    Include Pinch as payment gateway

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18. Option to pull value from Pipedrive Deal custom field to the pricing table

    Option to pull value from the Deal custom field to the pricing table in PandaDoc

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19. Ability to transfer document ownership when a document is created in Zapier

    It would be useful to be able to have the ownership of a document changed to someone else on a team such as a coworker / employee when it's created in Zapier.

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20. Automation for Zoho: if I select the Zoho CRM Checkbox then a Page or Block with all that informations about the product would appear

    Selecting a Zoho CRM Checkbox on a Page or Block, and all the information about the product would appear automatically in the PandaDoc Proposal.

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