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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1115 results found

  1. 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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  2. SherpaDesk integration

    1 vote

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  3. Ability for PandaDoc to integrate with ACT CRM

    1 vote

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  4. Glide Apps Integration

    1 vote

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  5. The customer wants to create an eform with us and wants to integrate it with Hubspot chat feature.
    Once a customer fill out a form, in which they express their interest for a service. They want to be able to chat with them and fix final doubts and then send the contract. After a billing service.

    1 vote

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  6. Option to automatically update the Catalog in PandaDoc if product price, description, etc is changed in QB Online

    1 vote

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  7. Integrate with Markate (CRM) or create a native PandaDoc automation.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. In Dynamics 365 if an included product is marked as a "bundle" (in Dynamics) the sub-items products (description, etc...) are not shown. Only the parent/top-level product name and description are displayed. As a Seller, I want the selected "bundled" product, to show descriptions of the included line-item in the quote.

    2 votes

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  9. I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.

    Here are some key benefits of integrating Payoneer with Pandadoc:

    Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.

    Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are…

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. 1 vote

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  11. Override MS Dynamics date variable settings with PandaDoc date settings

    2 votes

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  12. 1 vote

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  13. Option to show additional discount from Pipedrive in the total of the pricing table in PandaDoc

    1 vote

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  14. Option for Pipedrive 2 way sync

    36 votes

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  15. 5 votes

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  16. not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday

    1 vote

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  17. Customer would like to have the ability for the member users to see other documents in HubSpot that was created through PandaDoc

    1 vote

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  18. filter PandaDoc statuses in Salesforce

    2 votes

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  19. 1 vote

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  20. Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used

    2 votes

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