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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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941 results found

  1. Native Xero integration

    136 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  2. Integration with Close.io

    79 votes

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    Hi there! Thank you for submitting your idea. We aren’t planning on building the integration with Close.io into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    77 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  4. Salesforce Rich Text Fields format copying

    I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!

    50 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  5. Being able to pass a document public link from PandaDoc via Zapier

    47 votes

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    Hi there! Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  6. 2 way sync with Zoho CRM

    42 votes

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    Hi, 

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  7. Option for Pipedrive 2 way sync

    41 votes

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  8. Integration with Payment Gateway GoCardless

    40 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. 2 way sync with Monday

    39 votes

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  10. 38 votes

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  11. Be able to use the Salesforce integration using mobile apps.

    37 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    32 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  13. Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.

    30 votes

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  14. Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    30 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  15. Tokens cross-object population for Salesforce.

    28 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    27 votes

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    Idea  ·  10 comments  ·  Integrations  ·  Admin →
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  17. 26 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  18. Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  19. 26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  20. Ability to Bulk Send from CRM

    25 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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