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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1072 results found

  1. Zapier: Ability to attach PDFs

    Ability to attach PDFs via Zapier

    7 votes

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  2. Deal owner not included as CC

    The option to not include Deal owner as CC recipient if creating document from Pipedrive.

    3 votes

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  3. A Paid badge in PDFs of paid documents

    A PDF of a paid document should include the PAID badge, the same as the web view version

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. Copper

    Native integration with Copper

    4 votes

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  5. Storing CC infom

    1 vote

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  6. Microsoft Dynamics Discount option

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

    4 votes

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  7. Trigger Doucment creation via SFDC workflows

    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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  8. Ability to pull information about products from salesforce to a document as variables/tokens

    2 votes

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    Not Planned  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi there,

    Thanks for sharing this idea. At the moment, this is not on our roadmap, mainly because the use case isn't fully clear to us yet.

    Currently, line items or products are pulled in and used as inputs for our quoting components — like the pricing table or quote builder. We're not planning any changes here for now.

    That said, if you have a specific scenario or workflow in mind, we’d really love to hear it! Feel free to reply here or drop me an email — happy to follow up and see if this is something we should explore further.

  9. [Zendesk sell] sync pandadoc and zendesk sell contacts

    sync pandadoc and zendesk sell contacts

    5 votes

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  10. Model popup when clicking privacy link in embedded view

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

    1 vote

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  11. Lucidchart

    integration with Lucidchart

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

    3 votes

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  12. Tagging of PDF's

    2 votes

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  13. Co-Card Payment gateway

    1 vote

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  14. Link to SF option improvements

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

    1 vote

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  15. Pass formula fields from Freshsales with commas

    2 votes

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  16. Pull different products from Salesforce into different sections of a pricing table

    4 votes

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  17. MS Dynamics: Stakeholder recipient support

    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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  18. Add value on textfields using CRM variables

    5 votes

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  19. Braintree

    Ability to use braintree as a payment gateway

    4 votes

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  20. discount to pass in Zoho(if not quotes)

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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