641 results found

1. TAGS are not pass over using Zapier
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2. Mirror custom product orders from SFDC in Pricing Table

   Mirror custom product order when synced to PD Pricing table.

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3. Linking the contact role in D365 to the role on the template

   Linking the contact role in D365 to the role on the template

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4. Ability to pull products from Insightly

   Insightly integration doesn't allow the customer to pull products (they have had to do their own API integration); was told by Insightly that it had to do with us still being on the old version of their API

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5. Drive CRM

   Integration with Drive CRM

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6. To search for Zendesk Sell contacts
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

   We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

   For more information, contact our Support Team.

7. HMAC 512 version for Webhooks

   On our side we're able to read only HMAC signatures in version 512 but you offer only HMAC-256. Are you able to bump-up the HMAC version (or add as another option) or enable option for send custom header with any kind of secret string for verify webhook?

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8. Support ticket log

   Ticket log for account so users can see what other tickets have been submitted/what others have asked about.

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9. Build.com

   integration with build.com

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10. Zoho: pass products from related lists

    Zoho: pass products from related lists (not from the products in deal directly).

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11. Document values visible Zendesk Sell

    Have the document values be on display in Zendesk Sell integration.

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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

12. JazzHR

    Integration with JazzHR

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13. Only checked items in Pricing table to be passed to Xero invoice (Zapier)
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14. Redirect to the PandaDoc app (full window) when creating a document in Zendesk Sell
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

15. Remove card details field for users

    Have the option to remove/hide card details field for users to add to docs.

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16. SFDC - Prevent document based on a field or stage

    Hide the "New Document" button on the pandadoc widget based on some field logic or opportunity stage.

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17. Pull SalesForce opportunity products when a document is created via an Account
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18. RevTrak

    Integration with RevTrack

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19. Dictate which folder a document goes to when it is created within Salesforece
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20. attachment on a PD doc to be stored separately in Files in SFDC
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