986 results found
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Salesforce: not to pull discount
In case the product has a discount in Salesforce, have an option not to pull this discount to the PandaDoc document. For now, the discount is pulled automatically into the hidden column.
1 vote -
Add Zapier trigger to Change document name after completed
Add Zapier triggers, allowing document names to be changed automatically after completion.
1 vote -
Zoho mobile app
Option to create a document from Zoho mobile app
1 vote -
frontapp CRM
We use frontapp as our CRM tool. I would like for it to fire based upon a comment or tag being added. (frontapp is a layover for gmail but allows for notes to be taken about contacts, allows for other app integrations, and allows for commenting under email threads). It also turns these emails into tasks for staff. The goal is once the pandadoc is signed by all parties, details of when customers begin are added to our google sheets, and to our quickbooks along with the attachments they have provided.
1 vote -
BambooHR integration: List active and not active employees
BambooHR integration: List active and not active employees.
1 vote -
Document creation only in Salesforce
Would like to have a way to block creation Natively through PandaDoc and only have creation take place in Salesforce
1 vote -
Zoho: keep document when the Lead is converted to Contact
When converting a Lead, any PandaDoc Documents tied to the Lead should also appear on the Contact.
1 vote -
Xero Practice Manager integration
Native integration with Xero Practice Manager
1 vote -
Dynamics 365 enhancements and automation
Ability to Initiate the signing of a document based on a template when a record is created in Dynamics 365. This process may involve one or more custom tables as the base record not necessarily lead or quote.
We need to monitor the signing status within the same record, capturing information about signatories and those who are still pending signature.
We must send the document on a particular event we define in our business process. This won't be a manual trigger.
For example, when a process reaches a particular stage, we need to trigger the document 12 hr after the…
1 vote -
Salesforce: use custom field in merge rule
Option to use custom fields in merge rules
1 vote -
1 vote
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Integration option for Invoice ASAP
Will allow the user to integrate PD to Invoice ASAP
1 vote -
Map recipient role in Freshsales
Ability to map the recipient role in Freshsales to pull up the information from Freshsales and not from the PandaDoc Contacts only.
1 vote -
Law Depot
Integrate Law Depot to PandaDoc
1 vote -
Include user provided document metadata with 'document_creation_failed' webhook events
When a document can't be created for some reason, a 'documentcreationfailed' webhook event is sent, but it only includes the document ID, and no other metadata that was provided with the document creation request.
It would be great if that user specified metadata was provided with the webhook data, because in my scenario, I have multiple different services and versions of services that work with PandaDoc data, and with just the document ID I can't determine what service created the document, I normally rely on ID's I have set in the document's metadata that I provide.
1 vote -
Nutshell
Integrate with Nutshell
1 voteHi,
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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Broken Web Hooks Notification
Can customers get notified when their web hooks aren't working or when they're broken. Right now there's no way for customers to get actively notified on when a web hook is working or isn't.
1 vote -
1 vote
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Update item quantity to zero in Zoho if it's not selected in PD document
When using Update Zoho quote products whenever a document’s status is updated automation, add an option to update the quantity of the product to zero in Zoho, in case this product is not selected in PandaDoc document.
1 vote -
More Bamboo HR variables
More variables for the PandaDoc <> Bamboo HR integration, such as passport number.
1 vote
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