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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1056 results found

  1. GreytHR

    It would be helpful for cross team collaboration to have GreytHR integration

    1 vote

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  2. EU Server integration with Make tool

    1 vote

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  3. Sync fields only from Pandadoc to SFDC and not bidirectionally

    Is it possible to sync fields only from Pandadoc to SFDC and not bidirectionally? I'm asking because I want billing information to sync from Pandadoc once the contract has been signed only. In some cases the information in our CRM for billing is not always correct therefore we don't want to be sending out contracts with pre-filled information where the information is not correct. Let me know if it's possible.

    1 vote

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  4. Dropdown filled in from salesforce

    Be able to set up a dropdown so that its filled with information FROM Salesforce, and the updates back IF the customer changes value.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. LimeSurvey

    Integrate PandaDoc with LimeSurvey

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Software as a Service | Microsoft Azure ( SaaS)

    Software as a Service | Microsoft Azure ( SaaS)

    1 vote

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  7. Integration with Notion, so that we can send multiple documents from Notion CRM at the same time for a single employee

    1 vote

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  8. All automations to be available for EU Server

    1 vote

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  9. Have Slack integration with EU Server

    1 vote

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  10. Ability to link a document to the HubSpot profile, as well as the deal

    Ability to link a document to the HubSpot profile, as well as the deal

    2 votes

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  11. Set a default workspace on each Salesforce object

    1 vote

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  12. Export documents from activecampaign to pandadoc

    I want to integrate PandaDoc to ActiveCampiagn. But I have facing problem in migrating files from PandaDoc to AC. I'd like to export files that are on the contact record.

    2 votes

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  13. Integration with Square Appointments

    1 vote

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  14. 2-way sync with Netsuite

    Current capabilities: https://support.pandadoc.com/hc/en-us/articles/12459280745879-NetSuite#h_01H2TZGZNRK667R44MMR641C1P

    1 vote

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  15. Booqable

    Have Pandadoc Integrate with booqable integration.

    1 vote

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  16. HubSpot deal created automatically once a document is completed

    HubSpot deal is created automatically once a document is completed

    1 vote

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  17. program a date/time to send a document from HubSpot

    program a date/time to send a document from hubspot

    1 vote

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  18. Integration with Amadeus Delphi

    Integration with Amadeus Delphi to make eSignature faster.

    1 vote

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  19. MS Dynamics: automatic template selection based on data fields

    Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)

    1 vote

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  20. Zapier action - create a document in PandaDoc via PDF upload

    create a document in PandaDoc via PDF upload

    2 votes

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