Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    1 vote

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  2. Notifications for several PandaDoc workspaces using MS Teams

    1 vote

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

    1 vote

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  4. Hubspot integration token for Client Name and Client Email

    1 vote

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

    1 vote

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  6. 1 vote

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  7. I want to integrate with MS Dynamics GP

    1 vote

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  8. Ability to use the Card details field to Square payment gateway

    2 votes

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  9. If a payment to the gateway is unsuccessful the document status will not change to Paid.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
  10. Hi,

    I would think anyone with the Hubspot integration would find the same problem.

    If you have 1000's of deals, it seems scrolling is the only way to locate the one you want to link??

    Bit of an oversight in the integration and doesn't seem too complex an issue to resolve.

    I found scrolling past 100 or so actually crashed and had to start again.

    Hope there is an improvement which can be made.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  11. native ERP connection with Docusign

    1 vote

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  12. They need to integrate into Service Titan and they don't have in-house developers.

    1 vote

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  13. Transferring the formatting rich field for integrations

    2 votes

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  14. Ability to have Pandadoc send the net amount, the tax, then the total.

    1 vote

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  15. pull the Salesforce lie items in the same order they are in SF

    2 votes

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  16. Have an integration with Cascade HR system

    2 votes

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  17. Auto assign contact role when creating a document in zoho

    1 vote

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  18. Being able to pass a document public link from PandaDoc via Zapier

    1 vote

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  19. integration with proprietary video platform

    1 vote

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  20. can pandadoc to integrate with "Wave" an invoicing / payment platform

    1 vote

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