610 results found

1. AmoCRM

   Integration with AmoCRM,

   5 votes

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2. To be able to provide placeholders for checkboxes in Zapier. EV2
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3. Ability to format custom product fields from Salesforce

   Ability to pass custom product fields from Salesforce as currency.

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4. [Zendesk sell] sync pandadoc and zendesk sell contacts

   sync pandadoc and zendesk sell contacts

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5. Add value on textfields using CRM variables
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6. Generate link for draft document

   The actual question we have is if it's possible to generate a link to a document in the draft status, allowing the user to send that link directly to a recipient for e-signature instead of having the document sent through PandaDoc app.

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   Idea  ·  Lindsey Schocke responded

   
   

7. Prevent deactivated products in Pipedrive from being populated to the PandaDoc document

   deactivated products in Pipedrive are not populated to the PandaDoc document

   https://pandadoc.zendesk.com/agent/tickets/503711

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   Idea  ·  Lindsey Schocke responded

   
   

8. limit document creation to be only created from CRM at the template level

   limit document creation to be only created from the CRM at the template level
   This will assist with adoption and further implementing best practices.

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   Idea  ·  Lindsey Schocke responded

   
   

9. Salesforce trigger: update custom object stage

   Option to use Salesforce trigger to update custom object status when PandaDoc status is updated

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   Idea  ·  Lindsey Schocke responded

   
   

10. Conditional placeholder value based on CRM value

    Conditional placeholder value based on CRM value
    - customize placeholder value based on a condition value from CRM

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    Idea  ·  Lindsey Schocke responded

    
    

11. Export docusign to Pandadoc

    Have a way to upload exported data from Docusign to PandaDoc.

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    Idea  ·  Lindsey Schocke responded

    
    

12. Salesforce: Manually change document status within Salesforce

    Manually change document status in Salesforce Integration to decline contracts as necessary

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. 2 way sync with Active Campaign

    Option to link documents from PandaDoc to Active campaign

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. Pull and set expiration date via CRM (e.g. SFDC)
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. Once a document is signed, the completed copy is uploaded to pre-defined Google Drive folder
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    2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. Ability to use conditional content in Zapier/Integromat.

    Ability to use conditional content in Zapier/Integromat.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. Generate docs with pricing tables products from custom entities in MS Dynamics

    Be able to generate docs with pricing tables from custom entities in MS Dynamics

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

18. Field tags recognition. Ability to adjust height size/font size.

    Field tags recognition.
    Ability to adjust height size/font size.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

19. The ability to map fields in Salesforce from a quote to the total section of the pricing table.

    For example, the customer as a 'Shipping and Handling' fee section and would like it to be mapped to the total column in the pricing table.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

20. convert DOCX file to editable in Salesforce integration

    Be able to upload and convert DOCX file to editable in Salesforce integration

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