Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    57 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  2. 20 votes

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    1 comment  ·  Integrations  ·  Admin →
  3. Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible

    16 votes

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  4. Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
    Please vote for this feature and let us know what would you expect to see in the integration!

    17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  5. True two way sync so that anything (variables, pricing table, etc) that is updated in a PandaDoc syncs back to the SFDC record and visa versa

    11 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  6. pull the information that client selected with multiple choice with Zapier

    5 votes

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  7. SugarCRM updated to version 10.3 and no longer integrates with PandaDoc

    4 votes

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  8. Currently, Editor 2.0 Templates shared across Workspaces cannot be used to create new Documents with integrations. Can only be created in original Workspace. However, it is currently possible with EV1 Templates. Customers would like this ability with EV2 as well.

    3 votes

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  9. Shared with me folder to be available from HubSpot on EV2

    2 votes

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  10. Integration with accounting softwares like Sage 200

    3 votes

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  11. The ability to use forms in the hubspot integration.

    7 votes

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  12. Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    2 votes

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  13. 4 votes

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  14. Allow to preassign cerain positions for signatures in the documents of similar format when using google docs addon.

    2 votes

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  15. 67 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  16. Possibility to send a payment reminder to the recipients in Editor 2.0

    22 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  17. 33 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  18. Customers would like to have ability to integrate with their HR tools like Greenhouse

    1 vote

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  19. Its great to have the file upload option form online storage.

    As an additional option would it be possible to authorize access then link to an external resource within a template? This could be limited to pdf documents and accessed in a similar way to the YouTube integration.

    This would save users time transferring files and PandaDoc paying for additional storage capacity.
    It could also allow for content versions to be managed externally.
    For example

    you have a partners logo pdf on Box.Net

    this is linked in all the templates you want it to be shown

    if you change partners

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  20. Ability to change the default Country and State in card details field.

    2 votes

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