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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1072 results found

  1. Ability to use conditional content in Zapier/Integromat.

    Ability to use conditional content in Zapier/Integromat.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. ITSM system

    integration with ITSM system

    https://pandadoc.zendesk.com/agent/tickets/420002

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Monday.com subitem column (subitems)

    21 votes

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    2 comments  ·  Integrations  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.

    We're aware of some existing limitations and are currently developing solutions to address these issues.

    Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

    https://calendar.app.google/pHa6Xud82oexdoyv6

    During our discussion, we can explore these proposed solutions and gather your feedback.

    Looking forward to your input and working together to enhance your experience with our integration.

    Thanks, Alex.

  4. sign in just with Google only

    sign in just with Google only

    4 votes

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    In Development  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Lawpay/Affinipay

    Lawpay is the most widely used payment gateway for lawfirms across the country.
    Note: Affinipay is the parent company

    12 votes

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    2 comments  ·  Integrations  ·  Admin →
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  6. FreshDesk

    integration with FreshDesk

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. Credible

    Integration with Credible

    1 vote

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  8. Add pricing items to the summary in Stripe receipt

    Add pricing items to the summary in Stripe receipt. For example, if PandaDoc pricing table has 2 items and VAT in the pricing table, this info should be reflected in the Stripe receipt

    2 votes

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  9. Generate docs with pricing tables products from custom entities in MS Dynamics

    Be able to generate docs with pricing tables from custom entities in MS Dynamics

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. collect payments with Microsoft Business Central

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. The ability to log out of Canva from within a template instead of having to go to the Canva website.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. webhook trigger for completed and expired documents

    To be able to separate the webhook trigger for completed and expired documents.

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. How can I set Pandadoc in order to pull the deal creator phone from Pipedrive?

    How can I set Pandadoc in order to pull the deal creator phone from Pipedrive?

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Salesforce custom object fields to populate to the recipients' email addresses in PandaDoc

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Mollie / Stripe with iDeal

    Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!

    14 votes

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    7 comments  ·  Integrations  ·  Admin →
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  16. Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)

    The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?

    17 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. Ability to select multiple pricing tables in zapier.

    Ability to select multiple pricing tables in zapier.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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    Being Evaluated  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    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!

  18. Embed a Document View Session will work with react

    Embed a Document View Session will work with react

    1 vote

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  19. Export documents/proposals from Apple's Pages

    Export documents/proposals from Apple's Pages directly into PandaDoc.

    2 votes

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  20. Humi

    Integration with Humi

    1 vote

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