1015 results found
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JavaScript SDK Preselect Template
It would be really nice to be able set what template you want to open up from the JavaScript SDK and not force the user to pick every time. This would just make the process more streamlined and better for the user. I envision just setting the template ID right in the data object when it calls the doc editor.
1 vote -
1 vote
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Notification alert when an integration is not working
Notify account owner when an integration is not working.
1 vote -
generate a link to the document from CRM
generate a link to the document from CRM
1 vote -
Pass custom product fields into pricing table on Template instead of Document using Salesforce
The ability to pass custom product fields into a pricing table on a Template instead of a Document using Salesforce
1 vote -
Ability to set up data merge for documents in Zapier.
Ability to set up data merge for documents in Zapier.
1 vote -
Generate PDF from Salesforce Flow or Trigger
The option to generate the PDF from Salesforce Flow or Trigger without going through the PandaDoc UI component.
1 vote -
Remove HTML tags n SalesForce
Would like to have a PD option to remove HTML tags across the variables in SalesForce.
1 vote -
Ability to pull Stripe subscription ID from product catalog
Ability to pull Stripe subscription ID from product catalog
1 vote -
download the CSV of document names and the deals linked
download theCSV of document names and the deals linked
1 vote -
Integration or useful Zaps to use with HouseCall Pro
you don't have any good Zapier capabilities or integrations with other software like HouseCall Pro and the like. We should be able to push customer data over and automatically send a specific agreement to a person without having to type everything manually. It's a huge waste of time and is the largest factor in my rating. You need useful Zaps
1 vote -
GuestRevu
Integration with GuestRevu
1 vote -
Ability to enable silent flag in Zoho (Notifications)
Ability to enable silent flag in Zoho (Notifications)
1 vote -
GloFox
Integrate or Sync with GloFox
1 vote -
1 vote
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Quickbase / YSL
I would love to have PandaDoc integrated with Quick-base/YSL where we upload all our docs so they can be uploaded automatically instead of sitting and downloading and uploading many docs each day. it would save tons of time and is much more 2023 style
1 vote -
[Pipedrive] Show the documents of the workspace the user belongs to only
Show the documents of the workspace the user belongs to only (for now we show documents across the whole organization - even from workspaces the user doesn't blong to).
1 vote -
Hubdoc
Integration with Hubdoc
1 vote -
[Microsoft Dynamics] Primary contact information of the account is passed as recipient rather than account information
If the document is created from Quote and Potential customer is set to account, primary contact information of the account should be passed as recipient (rather than account information itself).
1 vote -
iFrame error details
iFrame contents could be something like "You must be logged in to view this contents" instead of the gray screen saying "app refused to connect"
1 vote
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