Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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 →
  2. connect different channels in MS Teams to different workspaces in Pandadoc

    1 vote

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  3. 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 →
  4. 1 vote

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

    1 vote

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

    1 vote

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  7. Automation with the internal systems(using freshbook)
    For invoices and contracts

    1 vote

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  8. pull photos of users to PandaDoc documents from Salesforce

    2 votes

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  9. use the forms feature with Nimble integration

    1 vote

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  10. Would like the ability to sign in-person through Teams integration

    2 votes

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  11. Have HR tools as an integration

    2 votes

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  12. if action is completed, it get listed in the "Engagement history" within the SF but PandaDoc document creation does not get listed.

    1 vote

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  13. 1 vote

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  14. Ability to set up the data merge so that to pull Hubspot products with editable quantity and to the multiple choice section in a PD PT (automatically, not having to set this manually)

    1 vote

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  15. Integration with workday to allow for documents to be sent out of workday and tracked.

    1 vote

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  16. Notifications for several PandaDoc workspaces using MS Teams

    1 vote

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  17. Option to create a doc from an opportunity record in Salesforce when product quantity is negative

    1 vote

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  18. Hubspot integration token for Client Name and Client Email

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  19. Client would like to have the ability to integrate with fishbowl

    1 vote

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  20. 1 vote

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