1015 results found
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1 vote
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Use role variables in merge fields (e.g. when pulling SalesForce (SFDC) Opportunity Contact Role data)
Let's say there's an SFDC Opportunity with the "Decision Maker" Opportunity Contact Role. In order to pull the data of this contact role when you create a document from an opportunity, you need to have the same "Decision Maker" role in PandaDoc template and use the corresponding variables "[Decision Maker.FirtName]" , etc. The problem is that you can use those variable only in PandaDoc blocks. The feature request is to be able to use same role variables (without square brackets) in fields ("merge field" field setting).
The feature request can also be useful for other integrations and for non-integration cases…
1 vote -
Set minimum billing amount
We have a minimum billing policy in our company. We need the document to default to the set minimum billing amount if the document total based on pricing tables falls below the minimum.
1 vote -
Update a document with values from PipeDrive after the document has been sent
Update a document with values from PipeDrive after the document has been sent
1 vote -
GreytHR
It would be helpful for cross team collaboration to have GreytHR integration
1 vote -
1 vote
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Integration with Microsoft Azure
Integration with Microsoft Azure
1 vote -
1 vote
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Booqable
Have Pandadoc Integrate with booqable integration.
1 vote -
Integration with Amadeus Delphi
Integration with Amadeus Delphi to make eSignature faster.
1 vote -
Pull currency symbol into the text column from CRM to PandaDoc
Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)
1 vote -
Change document value via Zapier
Change document value via Zapier
1 vote -
1 vote
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Import from CRM option for sent and viewed documents
Option to update values from Salesforce via Import from CRM option for sent and viewed documents
1 vote -
Gmail integration: import a non-pdf
import non-PDFs through the Gmail plug-in
1 vote -
Gmail extension: Create documents
I just installed the GMail extension, but it only works if there is a PDF attachment in the email. Could you add a feature to be able to generate documents from the plugin?
1 vote -
Send documents in Zendesk Support without being redirected to the PandaDoc website
The ability to send documents created via the Zendesk Support integration in the Zendesk view without being redirected to a PandaDoc web window.
1 vote -
1 vote
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Redmine
Integration with Redmine
1 vote -
Workbooks
Integration with workbooks
1 vote
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