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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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1171 results found

  1. Integration with Sendinblue

    1 vote

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  2. 1 vote

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

    1 vote

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  4. Can we get the capability to use the PandaDoc API to get the Stripe Customer ID

    1 vote

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  5. null is not read by the system while creatding docs from templates via API, but it should be fixed

    1 vote

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

    1 vote

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  7. Automation with the internal systems(using freshbook)
    For invoices and contracts

    1 vote

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  8. use the forms feature with Nimble integration

    1 vote

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

    1 vote

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  11. 1 vote

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  12. native ERP connection with Docusign

    1 vote

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  13. They need to integrate into Service Titan and they don't have in-house developers.

    1 vote

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  14. 1 vote

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  15. integration with proprietary video platform

    1 vote

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  16. 1 vote

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  17. Salesforce: correct values for searchable fields (like time and address)

    1 vote

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  18. VB scripts

    1 vote

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  19. Expand the search field when syncing a document created in Panda to Salesforce Opportunities - should be able to search for opportunities based on all terms in the opportunity name, rather than exact names.

    1 vote

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  20. It takes 10-15 seconds to create a document from Zendesk Sell in EV2

    1 vote

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