971 results found

1. Send Images as Token Data via Zapier

   Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.

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2. Salesforce - Include Job Title contact field in the Add new contact

   In the assign people to roles screen and choose to Add new contact > click Show more field, the Job title field is not included. Client will have to go to PD contacts tab to add this details for the variable to work.

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3. Zoho: to pull information from subforms

   Zoho: to pull information from subforms

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4. Extend Zapier functionality

   Improve Zapier functionality with new features, like tracking certain info, etc.

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5. Pull Pricing Table Tax Flat vs Percentage rate from SalesForce

   Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce

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6. Procore

   integration with Procore to create and send documents

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7. Quickbooks Canada
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8. Conditional Logic in creating documents in Salesforce
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9. Integration capabilities with WhatsApp

   Integration capabilities with WhatsApp

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10. Integration feature with Zapier to change email subject

    Option in zapier to change the email subject went document is sent

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11. Make.com

    make.com integration

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    Idea  ·  Lindsey Schocke responded

    
    

12. Calendly

    ability to integrate Calendly

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    Idea  ·  Lindsey Schocke responded

    
    

13. ChargeBee

    Integration with ChargeBee

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    Idea  ·  Lindsey Schocke responded

    
    

14. Clover

    New integration: Clover Payment gateway

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15. Use Smart content blocks with Zapier
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. webhook trigger for completed and expired documents

    To be able to separate the webhook trigger for completed and expired documents.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. send a document to signature via Salesforce automatically

    send a document to signature via Salesforce automatically

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

18. Dynamic document owner: Allow Zapier to change document owner

    Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

19. Field data mapped into Pipedrive

    Ability to map document field data into Pipedrive

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20. Bitrix24

    Integration with Bitrix 24

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