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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1054 results found

  1. an option to use a custom field with data merge in Hubspot

    19 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. quote builder to be available in Zapier

    18 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    18 votes

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  4. Looking for PD and MS Dynamic to have a 2 way sync

    18 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  5. PandaDoc Integration with Airtable

    18 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. integrate with Pabbly Connect

    17 votes

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  7. Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.

    17 votes

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  8. The option to set up 1 PandaDoc user to several Pipedrive accounts.

    17 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  9. 17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. 16 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  11. 16 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce

    16 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  13. It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    15 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  14. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Ability to set the document title of a newly created document from info in Salesforce

    14 votes

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  16. Integrate Pandadoc with google Workspace

    14 votes

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  17. Integration with ConnectWise

    14 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. The page size of pages imported from Canva should corelate with PandaDoc page size format.

    14 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  19. Ability to mass export variables list from the document or the template.

    14 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  20. Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

    13 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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