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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1056 results found

  1. [Integration]: Go High Level CRM

    Add the CRM Go High Level to PandaDoc

    6 votes

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    2 comments  ·  Integrations  ·  Admin →
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  2. Dynamics 365 Business Central

    Integration with Dynamics 365 Business Central

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. Option to filter documents by integration linked / not linked status

    Option to filter documents that is not linked to an Integration.

    -will allow the user to filter document that is not linke with Salesforce, HubSpot etc.

    6 votes

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  4. Webhook Payload should include reason for Declined Document

    Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Ability to embed Editor 2.0 to web application

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. Edit Quickbooks invoice sent to customer

    6 votes

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  7. have a PandaDoc documents status show in Monday.com

    have a PandaDoc documents status show in Monday.com for a particular row based on an email address

    6 votes

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  8. Bundles working with Salesforce

    Should be possibility to start a bundle when creating a document bundle from Salesforce

    6 votes

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  9. ADP

    Integration with ADP

    6 votes

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  10. Pull data from custom HubSpot objects

    6 votes

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  11. Rule allowing to assign specific contacts from Hubspot to Pandadoc documents

    The ability to assign only specific contacts associated with Hubspot deal
    the rest contacts that do not match the rule will not be added to the document

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. create hubspot ticket (task) once once PandaDoc is submitted

    want to be able to create hubspot ticket (task) once once PandaDoc is submitted (without Zapier, but with the help of the native integration)

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. AvaTax (Avalara)

    Would be great to have an integration with Avalara to auto-populate the sales tax on pricing tables.

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Collect Files Field Sync with Google Drive

    Customer would like there to be a way to easily send over uploaded files to Google Drive. (uploaded files from Completed Docs added via Collect Files Field)

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  15. Map pricing table items to Quickbooks products

    Integrate quickbooks products library map to the pricing table, so when the sale gets recorded, to know which products sold.

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Google Slides

    integration with Google Slides

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. Update salesforce opp once the document is completed

    Update salesforce opp once the document is completed without Zapier.

    6 votes

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    Early access  ·  2 comments  ·  Integrations  ·  Admin →
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  18. Conditional Charging Logic

    The ability to do a surcharge for credit cards but not ACH

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Pull info from Salesforce into PandaDoc fields

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Pass line item description formatting from SFDC

    Pass the complex line item description formatting from Salesforce to PandaDoc

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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