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10 results found

  1. FreshDesk

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Manuel supported this idea  · 

  2. Create a Pandadoc Document from the Accounts Panel in Freshworks CRM.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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  3. Ability to populate dates in Freshsales through tokens without timestamps

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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  4. Ability to link PD documents to Freshsales deals

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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  5. Pull product data from Freshsales to pricing tables

    22 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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  6. 2 way sync for Freshsales

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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  7. Pass address fields from Freshsales to Pandadoc

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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  8. freshsales

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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  9. Freshworks

    8 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Manuel commented  · 

    Also the ability to link existing pandadoc documents to existing freshsales deals

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    Manuel commented  · 

    Oh yes, absolutely!

    Manuel supported this idea  · 

  10. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

    214 votes

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    In development  ·  32 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Manuel supported this idea  · 
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    Manuel commented  · 

    We ran into a use case with a similar requirement. I think it's very common that you send an offer to a customer with more than one contact person and one signature is enough to order and complete the document.