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

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
  3. 1 vote

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  4. Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!

    4 votes

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  5. I would like the ability to report on how many contracts have been sent vs. signed each month. I know we have access to a dashboard within the PandaDoc platform, however we would also like to have access to a PandaDoc dashboard with our Salesforce integration

    2 votes

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  6. Be able to link with Free Agent as well as Quickbooks.

    1 vote

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  7. 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 →
  8. connect different channels in MS Teams to different workspaces in Pandadoc

    1 vote

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  9. 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 →
  10. 1 vote

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

    1 vote

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

    1 vote

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

    1 vote

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  14. pull photos of users to PandaDoc documents from Salesforce

    2 votes

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  15. use the forms feature with Nimble integration

    1 vote

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

    2 votes

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  17. Have HR tools as an integration

    2 votes

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  18. 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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  19. 1 vote

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  20. 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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