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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5 results found

  1. Salesforce: pull variables of related objects to PandaDoc

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Pull the value to fields with Zapier

    Pull the value to fields with Zapier

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. In the PandaDoc template, click on a field, select Properties on the floating panel
    2. Next, add the name to the Merge field
    3. As a result, the field will appear in the Zapier step

  3. Sign documents directly on Monday.com

    The ability to sign documents in CRM iFrames without having it open a new tab.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. Open your task on Monday.com and click on the item you’d like to create a document from.
    2. Select the Settings icon under the PandaDoc widget, then select Modal view from the drop-down. 

    As a result, when you create a document, you will remain in Monday.com and will not be redirected to a new page.

  4. Embedded Document JavaScript Event that notifies the parent application that the document is completed

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  5. Nutshell

    Integrate with Nutshell

    1 vote

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