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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1369 results found

  1. Check Box in PandaDoc based on Salesforce Selection

    Check box in PandaDoc based on selection in CRM (custom property from dropdown in Salesforce)

    1 vote

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  2. To have an option to disable the setting where Hubspot automatically pulls contacts associated with the Deal record when creating a document

    1 vote

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  3. ability to show/hide one of the descriptions based on a language property in HubSpot

    ability to show/hide one of the descriptions based on a language property in HubSpot

    https://pandadoc.zendesk.com/agent/tickets/480858

    1 vote

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  4. Halo PSA

    Integration with Halo PSA

    1 vote

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  5. SDK for "Ruby"

    • Official Ruby SDK in our website
    1 vote

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  6. Ability to leave comments on a document and respond to comments via API

    1 vote

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  7. Pull currency from Hubspot

    1 vote

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  8. download the files added to collect files field via API

    download the files added to collect field via API

    https://pandadoc.zendesk.com/agent/tickets/476273

    1 vote

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  9. Show documents created via Zapier in Monday.com

    Option to show documents that are submitted automatically with Zapier in the PandaDoc module in Monday.com board.

    1 vote

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  10. Reporting feature in API

    Reporting feature in API

    get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing

    1 vote

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  11. Confluence

    Integrate with Confluence to add digital signatures to Confluence pages.

    1 vote

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  12. Allow all compatible objects/tables for linked-objects

    Our (create) linked-objects API call only allows for a subset of compatible CRM objects.

    We should match all of the compatible CRM objects that our CRM AddOns are configured for.

    For Hubspot, that would be:
    * Contact
    * Company
    * Deal

    For PipeDrive, that would be:
    * People/Person
    * Organization
    * Deal

    If we can link to the object from the AddOn, then our API should handle it as well. The allowable Salesforce objects seem to follow this model by allowing for multiple objects/tables.

    1 vote

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  13. Add object number and client name to the Pandadoc tab in Microsoft Team integration to simplify the search process throughout the recently c

    1 vote

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  14. Setup which PandaDoc activities are shown in HubSpot activity feed

    Option to setup which PandaDoc activity is shown in HubSpot activity feed. For example, show only sent documents.

    1 vote

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  15. Populate the client engagement info from HubSpot

    we have a list of services that you can select (yes/no), we'd like to then pulled that Y/N information in to Panda docs to build out the contract. Pandadocs will need to use the yes/no field to build out the contract/proposal details.

    https://pandadoc.zendesk.com/agent/tickets/469208

    1 vote

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  16. Change payment email after Doc is signed

    I would like to be able to change the payment recipient's email address AFTER a document has been signed. Currently, you need to void the agreement and resubmit it.

    1 vote

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  17. Option to restrict access of document without deleting it using API

    Option to restrict access of document without deleting it using API

    1 vote

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  18. Canva Docs

    Allowing Canva DOCS to be utilized in Panda

    1 vote

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  19. Orecs

    Integration with Orecs

    1 vote

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  20. The option to have the status of a deal changed in Fresh CRM once a document changes its status

    1 vote

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