1043 results found

1. Zoho Flow

   Ability to integrate Zoho flow

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   Idea  ·  Lindsey Schocke responded

   
   

2. Gravity Forms

   Integration with Gravity Forms

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   Idea  ·  Lindsey Schocke responded

   
   

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

   
   

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

   
   

5. compress a file in Salesforce with Pandadoc
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6. Bulk upload documents from Google drive

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

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7. Jonas Encore CRM

   Jonas Encore CRM integration

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

   Set Exclusion Rules for Salesforce Status Triggers

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10. The option to have the status of a deal changed in Fresh CRM once a document changes its status
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11. Bundle document in Salesforce PandaDoc module

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

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12. Pinch

    Include Pinch as payment gateway

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13. 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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14. 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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15. 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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16. Support Custom VidYard URLs

    Our sales team's VidYard URLs do not work with PandaDoc because we have custom VidYard URLs set up. It would be great custom URLs from VidYard were supported.

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17. Organization Variables for Zendesk

    Have variables set up at the Organization level, not just the User and ticket level.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

18. Show Workspace ID in document details endpoint

    Show workspace ID to the response of Get document details call

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

19. Google Analytics

    Google analytics integration.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

20. link documents to Sugar CRM
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded