629 results found

1. Have Monday.com sub-item columns on the parent item variable list

   Our current implementation does not allow us to list subitem columns on the parent item variable list. Would like to be able to have them available as tokens.

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

2. Stax

   Integration with Stax payment gateway

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. Add Tax field to Zapier 'Create Document in PandaDoc' action

   The 'Create Document in PandaDoc' action in Zapier doesn't include the Tax field in the pricing table section.

   This means we can't include tax on our quotes.

   It includes all the other important fields, so it would be great if this one could be added.

   7 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

4. 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

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

5. Webhook Payload should include reason for Declined Document

   Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

6. Connect two separate CRM accounts to one PandaDoc workspace.

   Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. Sort templates shown when creating documents via CRM integrations

   Sort templates when creating documents via CRM integrations by Title, etc.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. PandaDoc mobile app and Monday CRM mobile app integration.

   PandaDoc mobile app and Monday CRM mobile app integration.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

9. Greek / French / German bank transfer through Stripe
   7 votes

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   3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. Bundles working with Salesforce

    Should be possibility to start a bundle when creating a document bundle from Salesforce

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. Link documents to MS Dynamics CRM objects.

    Link creation with MS Dynamics.

    7 votes

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    3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. Connect to an account in Salesforce (not opportunity)

    Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Link existing document for Monday.com Integ

    link an existing document to an item in Monday through the integration?

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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14. Shopify Product sync

    Would love to see the ability to pull product info from Shopify.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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15. RESCO CRM

    RESCO CRM

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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16. Conditional Charging Logic

    The ability to do a surcharge for credit cards but not ACH

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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17. [Reporting] Salesforce Activity

    Salesforce reporting feature with PandaDoc integration.

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    Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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18. Hiding the banner of the document when embedding through an iFrame

    Hiding the banner of the document when embedding it through an iFrame

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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19. [Pipedrive] map document status with Deal status

    Trigger Completed Document connected to Pipedrive deal to automatically change to Won status

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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20. Ability to link documents created via Zapier to a CRM record
    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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