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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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942 results found

  1. Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.

    30 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. 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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  4. Ability to keep the template currency when importing products from Pipedrive.

    1 vote

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  5. 2 votes

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

    1 vote

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  7. 4 votes

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  8. Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)

    2 votes

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  9. create a document in PandaDoc via PDF upload

    2 votes

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  10. 1 vote

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

    7 votes

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

    1 vote

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  13. Ability to connect Authorize.net sandbox environment.

    1 vote

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  14. remove/turn off the "most recently used" templates option in Pipedrive

    2 votes

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  15. connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement

    1 vote

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  16. 2 votes

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  17. 1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  18. Option to update values from Salesforce via Import from CRM option for sent and viewed documents

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  19. Decimal places in Salesforce tokens, have more than 2 numbers after decimal

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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