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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1069 results found

  1. Zapier. Ability to update SF opp amount and products when a pricing in PD changes

    1 vote

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  2. Pass formula fields from Freshsales with commas

    1 vote

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  3. Deal owner not included as CC

    The option to not include Deal owner as CC recipient if creating document from Pipedrive.

    3 votes

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  4. MS Dynamics: Stakeholder recipient support

    Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.

    2 votes

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  5. update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

    update and  lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

    3 votes

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  6. add product Tax on the Deal Products in pipedrive

    ability to add product Tax on the Deal Products level in PD template

    4 votes

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  7. Freshsales Form

    Integration with Freshsales Form.

    1 vote

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  8. Zoho PandaDoc Documents Section

    Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

    4 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. ability to link a custom field in Salesforce to the grand total (document value)

    2 votes

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  10. More Copper Variables

    Additional Copper Variables to be put in a PandaDoc template.

    7 votes

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  11. Ability to push Price Lines from XRM as Base vs Optional

    Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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  12. Tokens cross-object population for Salesforce

    Tokens cross-object population for Salesforce.

    28 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. SFDC. If a lead is converted to an opportunity link all documents in this lead to the new opportunity also.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. The ability to transfer the description part of the Pipedrive catalog directly

    2 votes

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  15. Pass product code automatically from Pipedrive

    1 vote

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  16. Product variation Pipedrive EV2

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Close.io

    Integration with Close.io

    79 votes

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    13 comments  ·  Integrations  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    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!

  18. Bulk Send from CRM

    Ability to Bulk Send from CRM

    22 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  19. Multiple Stripe accounts per workspace

    26 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  20. PandaDoc add on for Gsuite

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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