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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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989 results found

  1. Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. 1 vote

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  3. 26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  4. Video integration with Dacast.com

    1 vote

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  5. This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.

    1 vote

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  6. well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons

    6 votes

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  7. Customer wants to integrate Typeform with PandaDoc to prefill a document with values.

    4 votes

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  8. 1 vote

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  9. Integration with Wrike

    3 votes

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  10. Integration with Justworks.

    3 votes

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  11. Integration with MailChimp

    8 votes

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  12. Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.

    2 votes

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  13. Ability to set up SEPA direct debit through PandaDoc

    22 votes

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  14. I use the PandaDoc integration in Pipedrive. Is there a way to delete draft contracts from pipedrive without having to log into panda doc and search for the draft?

    1 vote

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  15. Pass files from SalesForce attached files to PandaDoc document as attached files

    11 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  16. 6 votes

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  17. 7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. Ability to pass both formats of taxes simultaneously

    1 vote

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  19. Support OpenID connect via Oauth flows.

    1 vote

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  20. 20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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