Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Integration with Sendinblue

    1 vote

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  2. send a document to signature via Salesforce automatically

    1 vote

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  3. 1 vote

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  4. Shared with me folder to be available from HubSpot on EV2

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  5. A customer wants to decide in which object their sales team is able to create documents.

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  6. Possibility to send a payment reminder to the recipients in Editor 2.0

    35 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  7. Be able to link with Free Agent as well as Quickbooks.

    1 vote

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  8. Some customers have more rigorous standards for accepting e-signature, many have requested that we integrate with an identity verification service/platform. These include: Trulioo, Pipl, Jumio, and others.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  9. The current Video workflow requires you exit Panda doc to search for a video url, then copy paste.

    It would be far easier to search YouTube from within Panda doc.
    If you could limit the scope of search to a specific account even better.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  10. 3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  11. 2 votes

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  12. integration with SF communities

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  13. connect different channels in MS Teams to different workspaces in Pandadoc

    1 vote

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  14. 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.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  15. 1 vote

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  16. Zoho: pass products from related lists (not from the products in deal directly).

    1 vote

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  17. when the document is uploaded to Microsoft teams, there's no option to convert it.

    1 vote

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  18. Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  19. Automation with the internal systems(using freshbook)
    For invoices and contracts

    1 vote

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  20. use the forms feature with Nimble integration

    1 vote

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