1057 results found
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Integration with Dazos
Integration with Dazos
1 vote -
Integration with Productive
Would be nice to automatically update project status to confirmed when documents are signed
1 vote -
Individual Template Buttons with Page Layout Visibility on Salesforce Record Page
Have individual buttons for each template on the record page and have visibility on the page layout of these templates, instead of the current one where the PandaDoc module just shows the selection of templates where users can select from.
1 vote -
Reporting based on integrations
Ability to have a report based on integrations: show which document was created from which integration, in which workspace these documents are located, etc
1 vote -
1 vote
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Import from CRM for SFDC CPQ
Customer currently using SFDC CPQ; Import from CRM functionality does not work for them if they make changes in Opportunity quote line items to push into PDoc documents; NO mention of making this improvement on Roadmap
1 vote -
set optional item in PipseDrive
Set the item as optional in Pipedrive, sync to PandaDoc as optional and be added to the pricing table as optional automatically
1 vote -
Pipedrive upload PDF of documents other than Completed in History
Right now, the History in a Pipedrive deal will only show PDFs of documents in completed status, not any status
1 vote -
Salesforce formula field - using a dynamic Template + Opportunity for document name
For example, if the aim is for the document name to be Template Title + Full Name (field in the opportunity). It's not possible right now to do this because the field wouldn't know the name of each Template being used
1 vote -
Pre-assign Roles in Zendesk Support EV2
Allow for integration between Zendesk Support and PD the capability of pre-assigning the recipients to the role when creating a document within Zendesk Support (EV2)
1 vote -
Disable download option within Hubspot
Disable the ability to download a PandaDoc Document from within HubSpot.
1 vote -
Integration with Egnyte
Integration with Egnyte
1 vote -
WORDLINE/INGENICO payment support
Do you plan to add WORDLINE/INGENICO payment support ? It's a European leader.
1 vote -
Dataforma
Integrate with Dataforma's AP
1 vote -
Integration with Knowify.
Integration with Knowify.
1 vote -
Ability to keep the template currency when importing products from Pipedrive.
Ability to keep the template currency when importing products from Pipedrive.
1 vote -
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
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