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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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956 results found

  1. Power Automate integration

    9 votes

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  2. Import contacts in PandaDoc using Zapier (across all workspaces)

    9 votes

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  3. ability to integrate Calendly

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. The integration still doesn’t show the Amex logo

    9 votes

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  5. way to control, limit, or identify when a webhook is being sent for a test document vs a production one

    9 votes

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  6. 9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Ability to connect with Bill.Com

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  8. pull the value to variables with Zapier

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. having contact's variables in variable list in the Opportunity in Salesforce

    9 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  10. Integration with Smartsheet

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Ability to disable the auto-populations of recipients in SFDC

    9 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  12. Ability to pull created in PandaDoc contacts to Pipedrive

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Refund option via PandaDoc.

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. 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…

    8 votes

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  16. Customer would like to have the ability to pass data from a completed document field signed by their clients to Monday.com

    8 votes

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  17. It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.

    8 votes

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  18. Auto-populate the template role with the contact information from monday.com upon document creation

    8 votes

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  19. I want to set up a zap based on a trigger which include multiple templates

    so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones

    8 votes

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  20. 8 votes

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    1 comment  ·  Integrations  ·  Admin →
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