1073 results found
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send a document to signature via Salesforce automatically
send a document to signature via Salesforce automatically
10 votes -
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.
10 votes -
Bitrix24
Integration with Bitrix 24
10 votes -
Capsule CRM
Integration with Capsule CRM
10 votes -
Suite CRM
Integration with Suite CRM
10 votes -
Tokens for products in Pipedrive
Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).
10 votes -
InfusionSoft / Keap
Integration with InfusionSoft / Keap
10 votes -
Create documents through Pipedirve on the PD mobile app.
PanadaDoc App - PipeDrive App Integration.
10 votes -
10 votes
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EU Server integration with Zapier
Offer the option to use Zapier with the EU server
9 votes -
Document link to SalesForce Quote record
Customer would like to link the document to Quote record in SalesForce
9 votes -
pass Pipedrive product image to PD pricing table
pass Pipedrive product image to PD pricing table similar to PD catalog
9 votes -
ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign
Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.
9 votes -
Import / Update contacts in PandaDoc using Zapier (across all workspaces)
Import contacts in PandaDoc using Zapier (across all workspaces)
9 votes -
Ability to save bundled documents separately within Salesforce
Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.
9 votes -
Created by in salesforce should be the document creator
when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration
9 votes -
Allow one zap to work with multiple templates
I want to set up a zap based on a trigger which include multiple templates
so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones
9 votes -
9 votes
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separate sandbox vs production webhooks
way to control, limit, or identify when a webhook is being sent for a test document vs a production one
9 votes -
freshsales
It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)
9 votes
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