Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Customer would like to be able to integrate the payment gateway with their proprietary payment processor.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  2. set up document title when creating documents from Zoho deals, currently the name of the deal is indicated

    1 vote

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  3. Podio CRM integration

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  4. I would like to have a way to take the data collated within the PandaDoc and transfer to Salesforce. I want to create a PandaDoc for our clients to fill out everytime they have a fault with their cameras for example.

    The end client will answer some questions on this pandadoc.... fault info, model number, client reference etc.

    i would then like these answers to populate into saleforce to create a job for us to resolve

    1 vote

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  5. When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.

    1 vote

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  6. Use workflow trigger from Hubspot to update deal status once a document has been signed

    1 vote

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  7. Transferring the formatting rich field for integrations

    2 votes

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  8. pull the Salesforce lie items in the same order they are in SF

    2 votes

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  9. Customers would like to have ability to integrate with their HR tools like Greenhouse

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  10. When a recipient chooses a multiple choice option from the pricing table, the choice syncs back to Salesforce.

    1 vote

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  11. Client would like direct integration with freshworks

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  12. We would love to be able to pull images right out of CompanyCam and add into our proposal!

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  13. PandaDoc + Drift.com would provide a huge value to customers.

    1. PandaDoc customers would receive notifications when prospects are viewing a proposal and answer questions directly within chat.

    2. Customers could be routed to the representative that sent the proposal.

    3. CRM would reflect both interactions providing teams with better insights on messaging.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  14. 1 vote

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  15. For example, the following:
    <div style="font-size: 10pt;"><span style="color: #222222; font-family: Arial, Helvetica, sans-serif; font-size: small; font-style: normal; font-weight: 400; text-align: start; white-space: normal; background-color: #ffffff; float: none;"><strong>Scope of Work</strong>:  Furnish and install Security Camera System with the following:<br>1x 8 Channel NVR with 2TB HD<br>6x 4mp Turrets with 2.8mm Lens on bases where needed<br>2x Antennae on bases<br>1x 4 port Gig PoE Switch<br>1x 8 port Gig PoE Switch<br>1x Power Strip<br>Cat5E ran from Switch to camera/antennae location<br><br><strong>Assumption</strong>: If customer wants remote support he will need to provide internet access in the closet that I was shown. Customer must also install prior to job…

    1 vote

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  16. Admin can see all integrations setup by members in their individual workspaces

    1 vote

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  17. 22 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  18. Insightly integration doesn't allow the customer to pull products (they have had to do their own API integration); was told by Insightly that it had to do with us still being on the old version of their API

    1 vote

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  19. Have the native integration between PandaDoc and Sellsy

    1 vote

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  20. We are currently using PandaDoc to accept credit card payments via the 'Payment Block' synced to Stripe. We are able to set the default currency, but haven't been able to set the default country details.

    1 vote

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