641 results found

1. Pandapay

   Integration with PandaPay payment gateway

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2. Choose document folder via Integromat

   Option to choose a document folder when create a document via Integromat

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3. Google Sheets: follow custom page breaks

   In case Google spreadsheet has custom page breaks, after uploading it to PandaDoc, the page breaks should be saved.

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4. Oracle CPQ

   Native integration with Oracle CPQ

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5. Credible

   Integration with Credible

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6. collect payments with Microsoft Business Central
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7. MS Dynamics: to show Date Only without time stamp

   to show Date Only without time stamp when a document is created

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8. When both Order and Contract have been completed set status to Closed in Salesforce

   When both Order and Contract have been completed set status to Closed in Salesforce

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9. Customize SalesForce PDF trigger

   Possibility to auto-link PDF to the object you create the document from and other objects linked to the parent one.

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10. Legal advising software

    Integration with Legal advising software to help with agreements

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11. Pull in tax from Zoho as template field
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12. SCORE CRM

    SCORE CRM

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13. collect payments with Tickets.com/ProVenue

    collect payments with Tickets.com/ProVenue

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14. Collect payments with payonlineticket.com

    collect payments with payonlineticket.com

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15. AroFlo

    Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.

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16. WorkOrder Standard Object in Salesforce

    Utilize the WorkOrder standard object in salesforce and use with PandaDoc integration

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17. Add SecurePay as payment option

    Add SecurePay as payment option

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18. Export ALL figures in Deals as CSV so they can be imported to other apps to update Dept budget figures

    This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.

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19. create a panda doc document in salesforce via code through click
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20. pull Opp category discount in SFDC pricing table
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