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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1108 results found

  1. Linking the contact role in D365 to the role on the template

    1 vote

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  2. PandaDoc + Drift.com would provide a huge value to customers.

    1. PandaDoc customers would receive notifications when prospects are viewing a proposal and answer questions directly within chat.

    2. Customers could be routed to the representative that sent the proposal.

    3. CRM would reflect both interactions providing teams with better insights on messaging.

    1 vote

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  3. 1 vote

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  4. Insightly integration doesn't allow the customer to pull products (they have had to do their own API integration); was told by Insightly that it had to do with us still being on the old version of their API

    1 vote

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  5. Have the native integration between PandaDoc and Sellsy

    1 vote

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  6. Integration with Drive CRM

    1 vote

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  7. We would like to ask for our payment gateway to be included in the integrations... We use Paymentsense (https://www.paymentsense.com/)

    1 vote

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  8. 1 vote

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  9. HR platform used for onboarding new employees. Would be nice to create documents from here and pull in the new employee info.

    1 vote

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  10. On our side we're able to read only HMAC signatures in version 512 but you offer only HMAC-256. Are you able to bump-up the HMAC version (or add as another option) or enable option for send custom header with any kind of secret string for verify webhook?

    1 vote

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  11. Ticket log for account so users can see what other tickets have been submitted/what others have asked about.

    1 vote

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  12. integration with build.com

    1 vote

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  13. Integration with Sendinblue

    1 vote

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  14. 1 vote

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  15. Be able to link with Free Agent as well as Quickbooks.

    1 vote

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  16. Zoho: pass products from related lists (not from the products in deal directly).

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. use the forms feature with Nimble integration

    1 vote

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  18. if action is completed, it get listed in the "Engagement history" within the SF but PandaDoc document creation does not get listed.

    1 vote

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  19. When documents are completed send data to credit agency for approval

    1 vote

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  20. 1 vote

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