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  1. Date field MM/YY - Month/Year formatting option

    17 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  2. Automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Benedikt Ruf commented  · 

    Trigger: Pandadoc document completed
    Action: Attach PDF to deal page in documents section (mapped via deal.id)
    (Action 2: Add automatically a note on Zendesk deal page about the action made "Name.Document attached")

    Benedikt Ruf supported this idea  · 

  3. Link documents from PandaDoc to Zendesk Sell

    19 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Benedikt Ruf commented  · 

    Concretely speaking, and massively helpful "Attach PDF to deal in Zendesk when Pandadoc document has been completed." Could you make this possible in Automations? Or via the Zendesk Sell integration?

    Benedikt Ruf supported this idea  · 

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

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Benedikt Ruf supported this idea  ·