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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1056 results found

  1. 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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  2. Dynamic document owner: Allow Zapier to change document owner

    Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.

    10 votes

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  3. WorkDay

    Integration with workday to allow for documents to be sent out of workday and tracked.

    10 votes

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  4. Bitrix24

    Integration with Bitrix 24

    10 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  5. Pull Pricing Table Tax Flat vs Percentage rate from SalesForce

    Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. Suite CRM

    Integration with Suite CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Saving the order of the items when syncing the pricing table from a HubSpot / Pipedrive (CRM) Deal

    10 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  8. [Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc

    Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM

    Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. [Hubspot] turn off the auto-CC of a recipient for documents created in Hubspot

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Create documents through Pipedirve on the PD mobile app.

    PanadaDoc App - PipeDrive App Integration.

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. Automations: attach PDF to HubSpot Contact and Company object

    When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Make.com

    make.com integration

    9 votes

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    3 comments  ·  Integrations  ·  Admin →
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  14. Calendly

    ability to integrate Calendly

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. Create one quote using multiple deals in HubSpot

    Is it possible to create one quote using multiple deals? What I’m curious about is if a PandaDoc quote allows you to include all of the products from multiple HubSpot deals to appear in the editable pricing table of a single quote? Rather than creating separate quotes for each deal.

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. separate sandbox vs production webhooks

    way to control, limit, or identify when a webhook is being sent for a test document vs a production one

    9 votes

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    2 comments  ·  Integrations  ·  Admin →
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  17. Pull PD analytics back to HubSpot

    For the hubspot + panda integration, can we create workflows in hubspot based on actions taken in a panda document. For instance, with the analytics feature (page views, clicks, etc.), do you know if that can be reported back into hubspot to trigger another email? I wasn’t sure if that data was reported into hubspot as well or if that only lives in the Panda platform.

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. send a document to signature via Salesforce automatically

    send a document to signature via Salesforce automatically

    9 votes

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    3 comments  ·  Integrations  ·  Admin →
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  19. Podio CRM

    Podio CRM integration

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. pull the value to variables with Zapier

    pull the value to variables with Zapier

    9 votes

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