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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1057 results found

  1. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

    2 votes

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  2. Native integration with Copper

    4 votes

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  3. Ability to attach PDFs via Zapier

    6 votes

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  4. 1 vote

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  5. Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

    4 votes

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  6. Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

    1 vote

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  7. sync pandadoc and zendesk sell contacts

    5 votes

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  8. Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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  9. integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    3 votes

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  10. 2 votes

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  11. The option to unlink and relink documents from all the SF objects.

    1 vote

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  12. 4 votes

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  13. Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.

    2 votes

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  14. 5 votes

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  15. 2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. 2 votes

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  17. 1 vote

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  18. 4 votes

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  19. 1 vote

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  20. 2 votes

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