Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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 →
  2. 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 →
  3. 1 vote

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

    1 vote

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  6. 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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  7. Have the native integration between PandaDoc and Sellsy

    1 vote

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  8. 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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  9. 1 vote

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  10. 2 votes

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  11. The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  12. We would like to ask for our payment gateway to be included in the integrations... We use Paymentsense (https://www.paymentsense.com/)

    1 vote

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  13. 1 vote

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  14. HR platform used for onboarding new employees. Would be nice to create documents from here and pull in the new employee info.

    1 vote

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  15. 2 votes

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  16. Be able to integrate with Paylocity. Would like to automatically download a completed PDF and upload it to the employee file in Paylocity.

    1 vote

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  17. Bomb Bomb is is an email video platform, similar to Vidyard, however when sent there is instant movement and a gif is being played for the viewer before they click to watch.
    Love to be able to add the gif on Editor as well as the Video itself.

    https://vid.us/2un8go

    2 votes

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  18. If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    1 vote

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  19. Notify the user to reset API key (SF integration) so that the triggers work correctly. For ex., the issue with attach PDFs to notes and attachments has been resolved twice via resetting the API Key. However, there was no notification for the user that the Key got expired

    1 vote

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  20. We have a product in HubSpot with a multi-line description. It would be idea if the full description comes over in the correct number of lines

    1 vote

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