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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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1028 results found

  1. Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification

    2 votes

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  2. Select which of the workspaces send notifications to Slack

    2 votes

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  3. Pull in the newly linked contact to the document that was already created and now linked on the opportunity without retyping the name

    1 vote

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  4. The option to link PandaDoc documents to Zendesk Support.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Offer the option to use Zapier with the EU server

    4 votes

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  6. Integrate with EngageBay CRM

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. I would like to know if it's possible to sync the Subtotal field from a PandaDoc template with the Opportunity Amount field in Salesforce. Ideally, when a new template is created/updated in PandaDoc, the subtotal would automatically update the opportunity amount in Salesforce.

    4 votes

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  8. Recipient mapping in SF only functions if an email is indicated for the contact which does not allow to auto-sign recipients if there is only mobile number available

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Possibility to have an e-signing workflow from the Slack integration, similar to what happens in the GSuite integration (being able to sign PDF documents sent via chat).

    1 vote

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  10. Option to automatically assign recipient to the role during document creation from Monday.com

    4 votes

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  11. native gainsight integration so a CS and Legal team could create documents directly from GS and sync data between two systems.

    2 votes

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  12. It would be great to have an integration with an EMR like Eclinical Works so that document copies can also live in the EMR.

    1 vote

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  13. Ability to bundle two or more templates when creating a document from a Pipedrive.

    1 vote

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  14. The ability to push document value from PandaDoc to Hubspot Deal Value without Hubspot recalculating.

    1 vote

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  15. Merge PDF/ Docx file on Monday.com with PandaDoc document automatically

    1 vote

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  16. NetDocument integration

    1 vote

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  17. pass mobile and phone number from salesforce

    For now, only one number mobile or phone can be populated

    2 votes

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  18. Pass images from Google Sheets to PandaDoc documents

    2 votes

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  19. Our team uses printavo CRM as an event planning company. Its different but it works for us. I would love to see integrations between the two to be able to automatically transfer client info from one to the other

    1 vote

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  20. 4 votes

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