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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1049 results found

  1. Salesforce, link PandaDocs to a custom Salesforce object

    Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    34 votes

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    3 comments  ·  Integrations  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.


    Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.


    Please feel free to schedule a time with me here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Looking forward to our conversation!

    Thanks, Alex

  2. 2 way sync Zoho

    2 way sync with Zoho CRM

    46 votes

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    6 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  3. Review the content of sent documents in Salesforce

    Review the content of sent documents in Salesforce directly.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Import data from Dell quote

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. [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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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Pull product data from Freshsales to pricing tables

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  7. Copper link to deal ev2

    20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  8. GoCardless

    Integration with Payment Gateway GoCardless

    42 votes

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    4 comments  ·  Integrations  ·  Admin →
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  9. Xero

    Native Xero integration

    145 votes

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    10 comments  ·  Integrations  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

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