7043 results found
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1 vote
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1 vote
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JSON Payload Update for EV2 with Salesforce
Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.
1 vote -
add mobile app to Amazon app store
mobile app in Amazon app store
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[UX] Ability to expand edit window for token
Ability to expand edit window for token
1 vote -
Add approval requests to Inbox (including mobile app)
As an approver or signer I would like to have all action items in one place - in my Inbox. For now I see only CC and To sign items, while for approval items are in my email box only.
The same applies to the mobile inbox. You can't find a document in the mobile application if you need to approve it. The only way is to find an email with the link which can land in spam or get lost among other emails.
It also would be great to add a capability to send manual or automated reminders to…
1 vote -
Support Samsung Internet browser (mobile) for recipient's view
Support Samsung Internet browser (mobile) for recipient's view
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1 vote
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Loxo CRM
Integration with Loxo CRM
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1 vote
Hi Pandas,
I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.
Here’s what we are building:
CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.
Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.
Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.
Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.
We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.
Timeline Preview: Expect to see these functionalities rolled out in Q2.…
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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
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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.
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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 -
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.
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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
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