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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1052 results found

  1. It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)

    8 votes

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  2. send a document to signature via Salesforce automatically

    8 votes

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  3. Client would like direct integration with freshworks

    8 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  4. Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. When you select the Contact while creating the doc in FreshSales via the Panda Integration, it pulls in what you said....so they just need to added address fields....thanks!

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. Have the HubSpot integration access in the document when it has been completed.

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. pull the information that client selected with multiple choice with Zapier

    8 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  8. 8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Integration with Capsule CRM

    8 votes

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  10. 8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Pass files from SalesForce attached files to PandaDoc document as attached files

    8 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  12. Integration with InfusionSoft / Keap

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. Refund option via PandaDoc.

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. 8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Integration capabilities with WhatsApp

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. pass Pipedrive product image to PD pricing table similar to PD catalog

    7 votes

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  17. Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.

    7 votes

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  19. Our current implementation does not allow us to list subitem columns on the parent item variable list. Would like to be able to have them available as tokens.

    7 votes

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

    7 votes

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