1043 results found
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Nutshell Integration for EU server
The Nutshell integration to be made available for accounts in the EU server.
1 vote -
1 vote
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Integrate Survey Monkey or other Quiz apps
Native integration with Survey Monkey or apps for quizzes.
1 vote -
Decimal places in Salesforce tokens
Decimal places in Salesforce tokens, have more than 2 numbers after decimal
1 vote -
Automatically link duplicated documents to the same CRM record
The feature that will automatically link duplicates of documents created via CRM integration to the same CRM record.
1 vote -
Map several fields from Salesforce with one field in PandaDoc
Option to map one field in PandaDoc with several fields in Salesforce, for example, pull contact first and last name fields from SF to one text field in PandaDoc document
1 vote -
Ability to pull specific content builder blocks from PandaDoc to SalesForce.
Ability to pull specific content builder blocks from PandaDoc to SalesForce. Use case:
Statements of Work are created with a series of tasks built from content blocks in the content library. Each content block can contain a "task." Ideally, this list of tasks or content blocks should be sent to SalesForce to populate another system for project management.1 vote -
[Active Campaign] Add the ability to set up PandaDoc as trigger and action at the same time
Add the ability to set up PandaDoc as trigger and action at the same time.
1 vote -
[Active Campaign] Add all the contacts related to the deal to the document created
Add all the contacts that are related to the deal to the document and attach the newly created document under each contact in Active Campaign in PandaDoc Documents section.
1 vote -
Ability to to pre-fill the SF Opportunity/Custom object ID to a PandaDoc document URL.
Ability to to pre-fill the SF Opportunity/Custom object ID to a PandaDoc document URL.
1 vote -
Link document to Salesforce: update products
Option to update products in the pricing table when the document is linked to Salesforce opportunity from the PandaDoc side
1 vote -
Salesforce Integration: Pull data using radio buttons
Ability to pull data using radio buttons field
1 vote -
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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