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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1114 results found

  1. It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.

    5 votes

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  2. Option to pass values from HubSpot custom fields that are not displayed in the "About this deal" section of the deal

    1 vote

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  3. Ability to use the collect card details field in relation to Chargify/Maxio.
    Currently, you can only use this field with Stripe.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. integration and automations with Streak CRM

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. import non-PDFs through the Gmail plug-in

    1 vote

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  6. 1 vote

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  7. Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce

    2 votes

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  9. The ability to send documents created via the Zendesk Support integration in the Zendesk view without being redirected to a PandaDoc web window.

    1 vote

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  10. Integration with Salesloft to send PandaDoc created documents as part of a marketing sequence or cadence

    2 votes

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  11. 1 vote

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  12. Integration with Redmine

    1 vote

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  13. Integration with workbooks

    1 vote

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  14. A way to hide fields/rows of text in a document (created from a template) that are pulling data from Zendesk via variables if that particular field is empty.

    1 vote

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  15. Requesting an integration with Rippling to PandaDoc

    6 votes

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  16. Option to send a PandaDoc document when a new lead in generated in Pipedrive

    1 vote

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  17. Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Option to add a variable and populate the recipient's name in the email message when you send the documents via Google Sheets integration

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. make.com integration

    9 votes

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  20. Have the ability to access PandaDoc by going through the Dynamics 365 app within MS Teams.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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