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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1070 results found

  1. Copper Sync - Refresh Document

    Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

    2 votes

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  2. Hubspot - documents created from an object show up under other objects associated with this object

    2 votes

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  3. Hubspot contact in a deal to be auto assigned to a role

    2 votes

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  4. Ability to view all documents created in HubSpot in any object

    2 votes

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  5. Loxo CRM

    Integration with Loxo CRM

    1 vote

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  6. PipeDrive. Ability to connect multiple PD workspaces to a PipeDrive account

    1 vote

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  7. link document to a Deal after it has been created from an organization object (Pipedrive)

    1 vote

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  8. Review the content of sent documents in Salesforce

    Review the content of sent documents in Salesforce directly.

    1 vote

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  9. Import data from Dell quote

    1 vote

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  10. [Integration] MoneyBird via Zapier: Import products from Pricing Table to Invoice

    Add products from pricing table to MoneyBird invoice via Zapier.

    1 vote

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