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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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971 results found

  1. Ability to push Price Lines from XRM as Base vs Optional

    Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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  2. SFDC. If a lead is converted to an opportunity link all documents in this lead to the new opportunity also.

    1 vote

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  3. Pass product code automatically from Pipedrive

    1 vote

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  4. write back document status in a list view in dynamics

    write back document status in a list view in dynamics

    1 vote

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  5. JSON Payload Update for EV2 with Salesforce

    Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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  6. Loxo CRM

    Integration with Loxo CRM

    1 vote

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  7. PipeDrive. Ability to connect multiple PD workspaces to a PipeDrive account

    1 vote

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  8. link document to a Deal after it has been created from an organization object (Pipedrive)

    1 vote

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  9. Review the content of sent documents in Salesforce

    Review the content of sent documents in Salesforce directly.

    1 vote

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  10. Import data from Dell quote

    1 vote

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  11. [Integration] MoneyBird via Zapier: Import products from Pricing Table to Invoice

    Add products from pricing table to MoneyBird invoice via Zapier.

    1 vote

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