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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1066 results found

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

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  2. 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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  3. 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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  4. Gmail Plug in - import a non-pdf

    import non-PDFs through the Gmail plug-in

    1 vote

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

    1 vote

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  6. 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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  7. 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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  8. Integration with Jobber

    1 vote

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  9. Redmine

    Integration with Redmine

    1 vote

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  10. Workbooks

    Integration with workbooks

    1 vote

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  11. 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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  12. Integration with Drata

    2 votes

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

    1 vote

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  14. 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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  15. 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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  16. QuickBooks® Online: All-in-One Business Solutions

    QuickBooks® Online: All-in-One Business Solutions

    3 votes

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  17. Access PandaDoc through Teams within Dynamics app

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

    1 vote

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  18. SherpaDesk

    SherpaDesk integration

    1 vote

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  19. ACT CRM

    Ability for PandaDoc to integrate with ACT CRM

    1 vote

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  20. Glide Apps

    Glide Apps Integration

    1 vote

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