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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1076 results found

  1. Change document value via Zapier

    Change document value via Zapier

    1 vote

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  2. Integrate with Tabby System

    Ability to integrate with Tabby System

    1 vote

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  3. integrate Stipe tax and advance feature in documents

    2 votes

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  4. pass information from PandaDoc to HubSpot

    Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.

    2 votes

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  5. Pass values from HubSpot if the field is not added to About this deal section

    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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  6. Embedded Document JavaScript Event that notifies the parent application that the document is completed

    1 vote

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  7. Ability to use the collect card details field in relation to Chargify/Maxio

    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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  8. Import from CRM option for sent and viewed documents

    Option to update values from Salesforce via Import from CRM option for sent and viewed documents

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  9. Gmail Plug in - import a non-pdf

    import non-PDFs through the Gmail plug-in

    1 vote

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  10. Salesforce Integration - Ability to upload the completed copy of document to the recipients Salesforce account.

    1 vote

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

    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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  12. Send documents in Zendesk Support without being redirected to the PandaDoc website

    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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  13. Integration with Jobber

    1 vote

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  14. Redmine

    Integration with Redmine

    1 vote

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  15. Workbooks

    Integration with workbooks

    1 vote

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  16. Hide empty rows from a table automatically

    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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  17. Integration with Drata

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. [HubSpot] to display name of the labels instead of the internal values of the properties.

    1 vote

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  19. sync Pipedrive contacts with PandaDoc

    sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level

    2 votes

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  20. Automations: send a document when a new lead in generated in Pipedrive

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

    1 vote

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