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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1375 results found

  1. 1 vote

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  2. 1 vote

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  3. Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.

    1 vote

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  4. Integration with Dynafile

    1 vote

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  5. Ability to preserver Nimble CRM price field's formatting and currency symbol when passed over to PandaDoc.

    1 vote

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  6. Data merge option for Pipeliner CRM

    • will alloe the user to set up data merge for Pipeliner CRM
    1 vote

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  7. Extend metadata received from Salesforce when creating a document (for now only object id is pulling through - would be cool to have some related records as well for example if there's account/contact related to opportunity).

    1 vote

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  8. Being able to upload the source doc and define the fields via page number and x,y coordinate values would be useful.

    1 vote

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  9. 1 vote

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  10. An integration with the creative app Milanote, allowing for documents to be shared into the Milanote app such that they're dynamic (ie. when you click on the document it takes you through to PandaDoc).

    1 vote

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  11. This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.

    1 vote

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  12. ability to use variables for Pipedrive line item taxes separately and not as a sum.

    1 vote

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  13. Having PandaDoc Dashboard in Hubspot, for example from Contacts/Companies tab

    1 vote

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  14. ability of creating documents in Pipedrive without pre-assigning recipients from a dea

    1 vote

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  15. 1 vote

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  16. I want to add content to a document through the pipedrive integration or zapier that will add items from the content library

    1 vote

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  17. 1 vote

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  18. Increase limitation of 1000 logs by shifting the logs in the new Custom object in salesforce instead PandadocExceptionLogs__c?

    1 vote

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  19. use variables from other objects in salesforce by default without needing look up fields

    1 vote

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  20. 1 vote

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