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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1113 results found

  1. Option for Pipedrive 2 way sync

    40 votes

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  2. We have pricing tables based on other objects (e.g. quotes, orders, custom objects). The recently released solution which passes currency from Salesforce opportunities to PandaDoc documents is nice, but it does not cover our needs. We don't create any pricing tables from Opportunities. Also, basing currency on the user's locale is not a solution for us, as currencies are product-specific, not user-specific. And it would be ideal to minimize the number of templates we need to create by having the currency automatically passed through.

    (here is the link to the recently delivered idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40965565-pricing-table-currency-based-on-salesforce-opportu)

    3 votes

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  3. The ability to sign documents in CRM iFrames without having it open a new tab.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. 31 votes

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  6. Push variable information into HubSpot (push information manually added to a variable in PandaDoc back into HubSpot)

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. AgencyBloc (a CRM for insurance brokers)

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Ability to Integrate Rooms with Salesforce

    3 votes

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  9. send a PandaDoc document to a contact in HubSpot when it moves to a certain stage in the deal pipeline

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Link existing documents to Zoho records (accounts/contacts)

    2 votes

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  11. 2 votes

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  12. 2 votes

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  13. Guidewire Integration to implement integrations between InsuranceSuite and third party apps

    2 votes

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  14. the PandaDoc folders sorted by most used not by recently added in Microsoft Dynamics

    2 votes

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  15. 2 votes

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  16. Update Salesforce opportunity when the first recipient signs the document

    2 votes

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  17. 2 votes

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  18. Payment Integration with The Merchant Source

    2 votes

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  19. Add more CRM integrations for the Rooms feature.

    2 votes

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  20. The option to integrate PandaDoc with the app called Company Cam.

    2 votes

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