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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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992 results found

  1. Attach a file to the created PandaDoc document via Zapier.
    Example: step 1 - some system creates document (invoice) and step 2 - the document is being created in PandaDoc and the first document is being added as an attachment.

    2 votes

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  2. 2 votes

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  3. Integration with Suite CRM

    10 votes

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  4. Pull user email address from Contact object in MS Dynamics

    3 votes

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  5. Make custom fields in Freshsales visible as PandaDoc tokens.

    3 votes

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  6. integrate with AccuLynx

    1 vote

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  7. Fattmerchant Payment integration

    2 votes

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  8. Native Qualtrics Integration

    2 votes

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  9. Adyen integration

    1 vote

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  10. Numerical field in Pipedrive can display float values (e.g 10.5), but PandaDoc does not recognize floats, only integer values.

    The customer would like to be able to use float numbers to pass them to PandaDoc variables

    2 votes

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  11. integration with workable

    3 votes

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  12. 2 votes

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  13. 3 votes

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  14. integration with Procore to create and send documents

    11 votes

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  15. Integration with Capsule CRM

    8 votes

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  16. Integration with Google Forms

    7 votes

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  17. Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).

    9 votes

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  18. 7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    28 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  20. 2 votes

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