Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 2 votes

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  2. 2 votes

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  3. CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

    1 vote

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  4. Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.

    2 votes

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  5. Be able to pass deal information using Zapier and Hubspot

    2 votes

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  6. PandaDoc Integration with Airtable

    2 votes

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  7. Ability to attach PDFs via Zapier

    5 votes

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  8. 2 votes

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  9. 1 vote

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  10. The option to unlink and relink documents from all the SF objects.

    1 vote

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  11. Salesforce integration - Would like to deactivate the "create document" button in the iframe until the opportunity is approved in salesforce (not closed won). Once opp is approved, then the document creator has access to create and send the Pandadoc. Alternatively, allow document creation but restrict sending until opp is approved in salesforce. Customer does not want the document to be sent out at all (even internally) unless opp is approved first.

    1 vote

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  12. Customer would like to test using Stripe (if it is possible without using their card for payment)

    2 votes

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  13. 2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    3 votes

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  14. sync pandadoc and zendesk sell contacts

    4 votes

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  15. 1 vote

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  16. 4 votes

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  17. Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.

    2 votes

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  18. pass category field from ZOHO product into pandadoc pricing table

    2 votes

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  19. Editor 2.0 : make CC field work with other payment gateways.

    3 votes

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  20. 2 votes

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