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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1071 results found

  1. [Hubspot] Restrict the creation of the PandaDoc for specific users

    1 vote

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  2. Create a document from Zoho Sales Orders

    1 vote

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  3. Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed

    Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed

    1 vote

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  4. PandaDoc widget for purchase orders module in Zoho CRM

    1 vote

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  5. Manually changing document status in the MS Dynamics iFrame

    Manually changing document status in the MS Dynamics iFrame

    1 vote

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  6. Flowplayer Videos

    Flow Player is an excellent alternative to Vimeo and Youtube and it occurs to me that it would not be too difficult to integrate it as another video source in PandaDoc. https://flowplayer.com/

    1 vote

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  7. Processing time

    Would like to speed up the processing time when when running document details call to get a list of 3000+ docs.

    1 vote

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  8. lock the edit functions associated with the signature

    PandaDoc should only lock the edit functions associated with the signature. Linking function should be outside of the edit/sign function, suggested by our customer.

    1 vote

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  9. Evalon (Fusebox)

    Integration with Evalon (Fusebox).

    1 vote

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  10. Option to Set up trigger for opportunity amount in SF

    Option to Set up trigger for opportunity amount in SF

    1 vote

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  11. Athena health

    The client is requesting the integration with https://www.athenahealth.com/

    1 vote

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  12. move template from production to staging without retagging fields

    Ability to move templates without having to retag the fields

    1 vote

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  13. Zoho CRM Tokens button

    1 vote

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  14. add products to document via Zoom

    1 vote

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  15. Ability to hide PandaDoc module in Copper

    Ability to hide PandaDoc module in Copper

    1 vote

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  16. Pricing Table Mapping for SalesForce Contracts and Contract products

    1 vote

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  17. I would like to be able to have my completed PandaDoc's move to the Atachments section within 'Deals' in the Zoho CRM

    I would like to be able to have my completed PandaDoc's move to the Attachments section within 'Deals' in the Zoho CRM.

    1 vote

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  18. Add default role to PandaDoc package for Microsoft Dynamics with access to the table "PandaDoc Tokens Mapping"

    1 vote

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  19. Pass line items as numbers not array strings to Zapier

    1 vote

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  20. Link more than one document to opportunity while syncing product updates (2-way) from PD to Salesforce

    Client would like to have multiple quotes tie to Salesforce and if there are updates on products, for them to sync (2-way) from PD to SF and back to PD.

    1 vote

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