1069 results found
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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 -
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
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