1043 results found
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2 votes
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Attachments to PD docs in Zapier
Attach a file to the created PandaDoc document via Zapier.
Example: step 1 - some system creates document (invoice) and step 2 - the document is being created in PandaDoc and the first document is being added as an attachment.2 votes -
2 votes
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Fattmerchant
Fattmerchant Payment integration
2 votes -
Qualtrics
Native Qualtrics Integration
2 votes -
Recognize float numbers in Pipedrive Numerical fields
Numerical field in Pipedrive can display float values (e.g 10.5), but PandaDoc does not recognize floats, only integer values.
The customer would like to be able to use float numbers to pass them to PandaDoc variables
2 votes -
2 votes
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2 votes
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2 votes
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Update Opportunity Products trigger should ignore any documents added to this Opportunity that change their status after Opp is closed
Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.
2 votes -
Pull Salesforce documents under Notes&Attachments into PandaDoc
Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments
2 votes -
Basecamp
Native integration with Basecamp https://basecamp.com/
2 votes -
Use Payfast in South Africa
PandaDoc does not have any integrated Payment gateways that can be used in South Africa.
2 votes -
Receive invoices for accounts with Automatic collection method
I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.2 votes -
TaxJar
TaxJar integration
2 votes -
WaveApps
WaveApps to create and send invoices for integration
2 votes -
Document forwarding
CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record
2 votes -
Support Worldpay payment gateway
so we use world pay
we cant link that to your app2 votes -
Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table
Pricing Table: Predefined tokens (#2 need)
Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.2 votes -
Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col
Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.
2 votes
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