971 results found
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Daylite CRM
Native integration with Daylite CRM
1 vote -
Pull graphs from Tableau
Wanted more of an out of the box solution and will revisit this later this year. Requested we pull graphs from tableau for Reps to show audit results on site. Not within out limits.
1 vote -
Etapestry
Iintegration with Etapestry
1 vote -
1 vote
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BombBomb
Integrations with QB, Bomb bomb
1 vote -
Dynamically pull images/field data from LogicGate program
Dynamically pull images/field data from LogicGate program
1 vote -
Remove card details field for users
Have the option to remove/hide card details field for users to add to docs.
1 vote -
SFDC - Prevent document based on a field or stage
Hide the "New Document" button on the pandadoc widget based on some field logic or opportunity stage.
1 vote -
Toast POS
Toast Restaurant POS integration
1 vote -
Separate Google Drive per User
Allow each user to upload from separate google drive accounts rather than the same google drive account
1 vote -
MeridianLink
Lost a 100 user customer due to not having a direct integration
1 vote -
ArchiOffice
Integration with ArchiOffice
ArchiOffice is a project management software for accountants. https://www.bqe.com/products/archioffice1 vote -
Sales Screen
Sales Screen Integrations
1 vote -
1 vote
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automatically change the values coming from SFDC to the pricing table (e.g abbreviations)
we should be able to automatically change the name of the SF products in the pricing tables. For example if we have a product called EC in SF can we have it displayed as Employee compliance in the pricing table when this is pulled in
1 vote -
RevTrak
Integration with RevTrack
1 vote -
1 vote
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Change Salesforce Sync Trigger names
Client does not want to see the status as the name of the document in the notes view. He would like to be able to change the name to the actual document name instead of seeing the document status.
1 vote -
1 vote
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Pre-assign Roles in Zendesk Sell EV2
Allow for integration between Zendesk Sell and PD the capability of pre-asssigning the recipients to the role when creating a document within Zendesk Sell (EV2)
1 vote
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