1015 results found
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Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed
Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed
2 votes -
2 votes
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2 votes
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Copper - pass Work phone number as a token
The work Phone Field with a small triangle https://share.getcloudapp.com/NQu78XJd should be populated as a token. As for now, we don't have an option to add it to the PandaDoc token list. The workaround is to create a custom field.
2 votes -
Push the updates to custom object in Salesforce for notes
Push the updates to custom object in Salesforce for notes
2 votes -
Wire Transfer and pass the 4% charges to the Customer
Wire Transfer and pass the 4% charges to the Customer
2 votes -
ability to pass more than one Salesforce related list into pricing table
currently you can only pass one related list for pricing tables at a time
2 votes -
Split lines on Zapier
Zapier currently pulls recipient info from pandadoc onto the same line making it impossible to use data from an individual recipient
2 votes -
Zendesk Sell Show Lead Documents After Conversion
Documents in Zendesk Sell that were created during the Lead process should be viewable in the PandaDoc integration after the lead has converted into a sale.
2 votes -
Refresh tokens in Dynamics
Re-add the refresh token option in EV2
2 votes -
2 votes
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2 votes
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when the document is uploaded to Microsoft teams, there's no option to convert it.
when the document is uploaded to Microsoft teams, there's no option to convert it.
2 votes -
Automation with the internal systems(using freshbook) For invoices and contracts
Automation with the internal systems(using freshbook)
For invoices and contracts2 votes -
pull photos of users to PandaDoc documents from Salesforce
pull photos of users to PandaDoc documents from Salesforce
2 votes -
MS teams - ability to sign in-person
Would like the ability to sign in-person through Teams integration
2 votes -
DayForce HR
Have HR tools as an integration (DayForce)
2 votes -
display multi-year contract and TCV in the same table: have a multi-year pricing table which has separate total columns for each year
Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)
2 votes -
Fishbowl
Client would like to have the ability to integrate with fishbowl
2 votes -
MS Dynamics GP
I want to integrate with MS Dynamics GP
2 votes
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