626 results found

1. Trigger Doucment creation via SFDC workflows

   Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

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2. Model popup when clicking privacy link in embedded view

   Warning that client is leaving the embedded signing experience when clicking on our privacy link.

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3. Co-Card Payment gateway
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4. Link to SF option improvements

   The option to unlink and relink documents from all the SF objects.

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5. Let recipients invoice a sender
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6. Mada Payment (Saudi Arabia)

   Mada Payment (Saudi Arabia)

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7. Ability to get download links to the documents created via SDK
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8. Highspot

   Highspot integration

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9. Marking the documents that are used in an integration
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10. Solupay

    Connect PandaDoc with Solupay payment gateway

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11. Ability to pull information about products from salesforce to a document as variables/tokens
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12. Global settings: Install Pipedrive for the whole organization
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13. Zero CRM

    Zero CRM Integration

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14. Zapier. Ability to update SF opp amount and products when a pricing in PD changes
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15. Freshsales Form

    Integration with Freshsales Form.

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16. Ability to push Price Lines from XRM as Base vs Optional

    Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

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17. SFDC. If a lead is converted to an opportunity link all documents in this lead to the new opportunity also.
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18. Pass product code automatically from Pipedrive
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19. write back document status in a list view in dynamics

    write back document status in a list view in dynamics

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20. JSON Payload Update for EV2 with Salesforce

    Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

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