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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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981 results found

  1. Add Document declined trigger event in Zapier

    2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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  2. Paperform

    paperform native integration: pull data from new submission to the doc

    1 vote

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  3. Zoho Invoice

    Zoho invoice integration.

    4 votes

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  4. TaxJar

    TaxJar integration

    2 votes

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  5. Pass checkbox fields from Pipedrive into PandaDoc

    Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.

    4 votes

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  6. Payment gateway for Converge Pay processed by Elavon

    Payment gateway for Converge Pay processed by Elavon.

    2 votes

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  7. Create documents through Pipedirve on the PD mobile app.

    PanadaDoc App - PipeDrive App Integration.

    10 votes

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  8. Refund option via PandaDoc

    Refund option via PandaDoc.

    9 votes

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  9. Zendesk Support Account Tokens

    Ability to pull account data from ZD support to PandaDoc.

    1 vote

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  10. Conditional Logic in creating documents in Salesforce

    11 votes

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  11. Disable auto-population of contacts associated with a deal in Pipedrive to the recipient on a template by template basis

    We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.

    4 votes

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  12. Ability to link PD documents to Freshsales deals

    4 votes

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  13. 2 way sync for Close

    2 way sync for Close

    3 votes

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  14. Autoassigning recipients to roles in CRM integrations

    2 votes

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  15. Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table

    Pricing Table: Predefined tokens (#2 need)
    Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

    2 votes

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  16. Document forwarding

    CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

    2 votes

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  17. Images passed from Salesforce to pricing tables

    9 votes

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  18. Bind PD documents to be seen on the Microsoft Dynamics 365 forms

    Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.

    3 votes

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  19. add product Tax on the Deal Products in pipedrive

    ability to add product Tax on the Deal Products level in PD template

    4 votes

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  20. pull products(related object) of a custom object in Salesforce to the pricing table

    3 votes

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