6716 results found
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Loxo CRM
Integration with Loxo CRM
1 vote -
1 vote
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1 vote
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ability to copy links in bulk and not one at a time
ability to copy links in bulk and not one at a time
1 vote -
1 vote
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1 vote
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Review the content of sent documents in Salesforce
Review the content of sent documents in Salesforce directly.
1 vote -
1 vote
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1 vote
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[Integration] MoneyBird via Zapier: Import products from Pricing Table to Invoice
Add products from pricing table to MoneyBird invoice via Zapier.
1 vote -
Ability to see resolved comments
Have the ability to see resolved inline comments regardless of who resolved them
0 votes -
Automation: create a new customer in Chargebee once the document is completed
Would like to be able to fields from within the PandaDoc to create a new customer in Chargebee once the document is completed. Once the customer exists, we can then obtain a URL to obtain their payment method which should be able to become the redirect URL.
Ultimately, I would love to be able to also create an invoice in Chargebee for the amount of the payment table (implementation fee for us) and collect the payment in the moment.
0 votes -
Ability to name each quote in a document and rename variables for each quote
Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc
0 votes -
Move automation for Customers and Creators
Move to Folder xy when document was created by xy
Move to folder xy when „Berater“ or „Customer“ is xy
Our salesman do their document themselves so it would be nice to sort them in folders regarding their name.
Also customer folders would be nice i always do this manually.
Thanks!0 votes -
Field with currency sumbol
Special field that will have $ sign predefined.
Example: you are adding a blank field, put 23 there and it automatically states $23.
0 votes -
0 votes
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