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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1108 results found

  1. add a signature field to the attachment added to the document via Zapier

    2 votes

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  2. We would like to retrieve the files uploaded to collect files field via Zapier to MS SharePoint

    2 votes

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  3. 2 votes

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  4. PayU integration

    2 votes

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  5. 2 votes

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  6. Formstack integration

    2 votes

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  7. UNIX data format from HubSpot

    2 votes

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  8. 2 votes

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  9. The ability to place/map products on a document rather than only being able to map them to the pricing table.

    2 votes

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  10. Integration capabilities with WhatsApp

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. We need help from PandaDoc.

    We would love PandaDoc to profile us and create awareness of our new Connector App, like you recently did in your article named What’s New in PandaDoc: New CRM syncs, Smart Forms, and more

    Envision Digital Pty Ltd is a long-term Certified Partner of PandaDoc. We are based in Perth, Western Australia. We have built and commissioned a self-funded a global Multi-Connector App called envisionLXPJ. PandaDoc is used in all 3 multi-integrations.

    envisionLXPJ Landing Page: https://www.envisiondigital.com.au/envisionlxpj/

    Our Multi-Connector App integrates the following:

    1. Integration 1 - Lead Gen & CRM (Formerly SharpSpring) with PandaDoc. This automated…

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  12. Customer would like to link the document to Quote record in SalesForce

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Do not auto-create a new contact in HubSpot when a contact is created in PandaDoc

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Be able to set up a dropdown so that its filled with information FROM Salesforce, and the updates back IF the customer changes value.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. HubSpot - tokens available on deals for linked/sub/ associated deals

    2 votes

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  16. PandaDoc to support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods through Stripe.

    2 votes

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  17. Generate a contract in HubSpot when a document is completed/signed/paid

    2 votes

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  18. 5 votes

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  19. Vue.js Framework integration

    2 votes

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  20. Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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