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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1057 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

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

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. Ability to link a document to the HubSpot profile, as well as the deal

    2 votes

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  4. I want to integrate PandaDoc to ActiveCampiagn. But I have facing problem in migrating files from PandaDoc to AC. I'd like to export files that are on the contact record.

    2 votes

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  5. We previously used the integration with Stripe to collect payment methods with contracts, and now that that integration isn't available with Chargify/Maxio - we have to chase down people and add an extra step to get their method

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Ability to keep the template currency when importing products from Pipedrive.

    1 vote

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  7. HubSpot two-way sync: add the document link we generate to an email on HubSpot

    1 vote

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  8. Display documents in related HubSpot objects.

    1 vote

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  9. The Nutshell integration to be made available for accounts in the EU server.

    1 vote

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  10. 4 votes

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  11. create a document in PandaDoc via PDF upload

    2 votes

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  12. 1 vote

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  13. 1 vote

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  14. change the HubSpot deal status when the document is approved

    2 votes

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  15. pass Pipedrive product image to PD pricing table similar to PD catalog

    7 votes

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  16. Native integration with Survey Monkey or apps for quizzes.

    1 vote

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  17. conditional variables from CRM

    1 vote

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

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Ability to connect Authorize.net sandbox environment.

    1 vote

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