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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1114 results found

  1. Customer would like to have the ability to pass data from a completed document field signed by their clients to Monday.com

    5 votes

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  2. Option to map one field in PandaDoc with several fields in Salesforce, for example, pull contact first and last name fields from SF to one text field in PandaDoc document

    1 vote

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  3. I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.

    Here are some key benefits of integrating Payoneer with Pandadoc:

    Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.

    Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are…

    3 votes

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  4. When creating a document in pandadoc and then linking manual to pipedrive, we can search by the deal name but sometimes we have legitimately duplicated deal names. The deal number is the unique identifier but I can't see that from pandadoc. It would be nice to filter the list based on status in pipedrive (ie - ignore anything that's already closed out) or to see the deal number as well. I sometimes have to go into pipedrive, manually edit the deal name of the deal I want to link to (add a 1 at the end for example), search in…

    2 votes

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  5. 2 different stripe accounts to 1 panda doc account

    3 votes

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  6. Link the recipient signing link to the corresponding Salesforce opportunity

    2 votes

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  7. Keep the template currency when creating documents from HubSpot.

    1 vote

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  8. We use iauditor by Safety Culture for our site audit reports. Can Safety Culture be integrated? What would be the cost? As per this link, it can be done https://zapier.com/apps/pandadoc/integrations/safetyculture

    2 votes

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  9. When a variables was not pulled due to non value or when the value of the variables has been added manually.

    2 votes

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  10. I would like to collect data from the customer using a Pandadoc and feed the information back to Hubspot. This data should ideally be stored in the Company object (and not the Deal object).

    2 votes

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  11. 2 votes

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  12. Integrate with RD Station

    5 votes

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  13. Sync Zoho Invoice Catalog Items with Pandadoc Catalog Items so that when a catalog item is updated in one software, the other automatically updates (rather than having to update each software separately.)

    2 votes

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  14. Ability to change default title for documents created via HubSpot

    5 votes

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  15. In Salesforce Billing Address is captured in separate fields like Billing, Street, City, State, Postal code and country. How do I merge multiple fields from Salesforce into one field in PandaDoc?

    2 votes

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  16. QuickBooks® Online: All-in-One Business Solutions

    3 votes

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  17. Add PandaDoc module to Pipderive (i.e Projects)

    2 votes

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    1. It would be great to receive a notification from BambooHR as a reminder when the record is created since we have to manually add more information.
    2. The Information that can be pulled into the employee record in BambooHR from the PandaDoc document are too little compared to the many others we have to manually add. It would be great to have more info automatically added
    2 votes

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  18. Send Slack notifications to CC'd recipients when a document is sent.

    1 vote

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  19. Integrate with Markate (CRM) or create a native PandaDoc automation.

    2 votes

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