Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. pull the information that client selected with multiple choice with Zapier

    7 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  2. 7 votes

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  3. 7 votes

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  4. PandaDoc integration with Lever (HR Recruiting software/CRM)

    7 votes

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  5. The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.

    7 votes

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  6. Ability to Bulk Send while within Salesforce

    7 votes

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  7. The possibility to have a payment block (or something similar) for embedded templates.

    From client: I'd like to create an enrollment form template that individuals can access via a link. We'd like it to be a general template that people can complete to register for a class and pay for the class as well in the same document.

    7 votes

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  8. Pass files from SalesForce attached files to PandaDoc document as attached files

    7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  9. Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    7 votes

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  10. When currency fields are passed into PandaDoc Variable/Token allow for variable to be set on the token level as a "Currency type" to format correctly.

    7 votes

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  11. Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    7 votes

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  12. 7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  13. manually link a document to contacts in hubspot

    6 votes

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  14. It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    6 votes

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  15. Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.

    6 votes

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  16. 6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  17. Be able to pull in variables from Pipedrive using a text field like you can in EV1.

    6 votes

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  18. 6 votes

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  19. The option to save clients' CC details via payment app (payment block).

    6 votes

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  20. Podio CRM integration

    5 votes

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