1057 results found
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populate two salesforce opportunities in one pricing table
populate two salesforce opportunities in one pricing table
For example, Product and coupon opportunities in populated within one pricing table.
1 vote -
Pandadoc document value in Pipedrive panel
Show Pandadoc document value in Pipedrive panel
1 voteHey Panda,
Good news — we did it! 🎯
We’ve just launched early access for our brand new PandaDoc + Pipedrive setup, including CPQ and Sync Rules! 🛠️
👉 Watch the quick demo:
https://www.loom.com/share/7510ac4b38df436aa30fe68b29112a68
If you want to join the early access group, just reply to this email with your availability/timezone and organization name/email.
I’ll enable the test and we’ll schedule a quick session to explore it and gather your feedback.
You can also grab a slot on my calendar here:
https://calendar.app.google/pHa6Xud82oexdoyv6
But heads-up: it’s filling up fast (thanks to the Pipedrive buzz!). If you don’t see a time that works, no stress, reply with your availability/timezone and organization name/email, and I’ll handle the rest.
⚠️ If you don’t see the sync rules icon under templates, that’s totally normal; it just means the feature isn’t enabled yet. I’ll activate it once we connect.
Thanks for being awesome,
Alex from PandaDoc 🐼
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Do you interface with BotDoc.io?
Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.
1 vote -
MS Dynamics: to show Date Only without time stamp
to show Date Only without time stamp when a document is created
1 vote -
When both Order and Contract have been completed set status to Closed in Salesforce
When both Order and Contract have been completed set status to Closed in Salesforce
1 vote -
1 vote
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Customize SalesForce PDF trigger
Possibility to auto-link PDF to the object you create the document from and other objects linked to the parent one.
1 vote -
Legal advising software
Integration with Legal advising software to help with agreements
1 vote -
Log email reminders to Salesforce
Templates are setup to send reminder emails to customers. Is it possible to log those email reminders to Salesforce?
1 vote -
1 vote
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Kajabi
Integration with Kajabi
1 vote -
SCORE CRM
SCORE CRM
1 vote -
collect payments with Tickets.com/ProVenue
collect payments with Tickets.com/ProVenue
1 vote -
Collect payments with payonlineticket.com
collect payments with payonlineticket.com
1 vote -
Scorp CRM
Scorp CRM
1 vote -
AroFlo
Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.
1 vote -
WorkOrder Standard Object in Salesforce
Utilize the WorkOrder standard object in salesforce and use with PandaDoc integration
1 vote -
Add SecurePay as payment option
Add SecurePay as payment option
1 vote -
Nimble CRM, currency field format
Ability to preserver Nimble CRM price field's formatting and currency symbol when passed over to PandaDoc.
1 vote -
Pricing table data merge option for Pipeliner CRM
Data merge option for Pipeliner CRM
- will alloe the user to set up data merge for Pipeliner CRM
1 vote
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