Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. When a document is created and the products or discounts are updated within the document for the product or discount to be updated within salesforce.

    1 vote

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  2. 1 vote

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  3. Conditional Fileds - If the field in CRM is blank it will not show up in the document.

    1 vote

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  4. 2 way sync with Monday

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
  5. 1 vote

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  6. Link creation with MS Dynamics.

    1 vote

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  7. Documents in Zendesk Sell that were created during the Lead process should be viewable in the PandaDoc integration after the lead has converted into a sale.

    2 votes

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  8. Anyone with access to the document can pay an assigned amount
    No need to specify the payer's email address

    2 votes

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  9. Is there a way to accept ACH payments using our bank via PandaDoc? I don't want to use stripe

    1 vote

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  10. Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.

    3 votes

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  11. Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  12. Re-add the refresh token option in EV2

    2 votes

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  13. Scheduled payment for QuickBooks

    1 vote

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  14. Ability to hide PandaDoc module in Copper

    1 vote

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  15. 1 vote

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  16. Salesforce Rich Text Fields format copying

    I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  17. 1 vote

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  18. 1 vote

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  19. 2 votes

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  20. Having a way to use dynamically the dates from SFDC to PandaDoc would be great (ie: depending on the template, selecting how we want the date to be displayed).

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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