Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 2 votes

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

    6 votes

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  4. Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc

    3 votes

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  5. Integration similar to Salesforce but for Salesforce CPQ

    18 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  6. 1 vote

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  7. 2 way sync with Zoho CRM

    9 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  8. Review the content of sent documents in Salesforce directly.

    1 vote

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  9. 6 votes

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    1 comment  ·  Integrations  ·  Admin →
  10. Ability to change a document status to "partially-paid" in cases where a recipeint has only paid for a portion of payment.

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  11. 2 votes

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  12. 4 votes

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  13. Integration with RDB Now

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. Add products from pricing table to MoneyBird invoice via Zapier.

    1 vote

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  17. Automatic document transfer from Hubspot to Salesforce.

    2 votes

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  18. 5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  19. The option to save clients' CC details via payment app (payment block).

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  20. 12 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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