608 results found
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control what status changes will trigger product 2 way sync in sfdc
option to prevent sfdc product 2 way sync from triggering on expired status change. currently its for any status
1 vote -
use LaTex to PandaDoc
use LaTex to PandaDoc
1 vote -
Ordway
Ability to integrate with Ordway and create a seamless quote-to-cash experience for customer, and tie that info/payment in with their billing system.
1 vote -
1 vote
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Signature connector tool
Ability signature too for applications or forms that are not in panda.
1 vote -
AccuLynx
integrate with AccuLynx
1 vote -
Adyen
Adyen integration
1 vote -
Great America Financial
Allow offer for financing through Great America Financial. Finance calculation based on total quote.
1 vote -
1 vote
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Dacast.com
Video integration with Dacast.com
1 vote -
Remove the "most recently used" templates option in Salesforce
This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.
1 vote -
1 vote
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Allow deleting PandaDoc documents from Pipedrive
I use the PandaDoc integration in Pipedrive. Is there a way to delete draft contracts from pipedrive without having to log into panda doc and search for the draft?
1 vote -
SF product mapping: Map both flat and % tax amount
Ability to pass both formats of taxes simultaneously
1 vote -
OpenID connect
Support OpenID connect via Oauth flows.
1 vote -
1 vote
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1 vote
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if-condition tokens / Pipedrive
Make a "if-condition" for the tokens-variables from Pipedrive.
An example would be:
If [Deal.ContactPerson.Email] is Empty then some condition comes.1 vote -
1 vote
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Add Document declined trigger event in Zapier
2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?
1 vote
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