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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1058 results found

  1. 2 way sync Word to PandaDoc

    2 votes

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  2. Ordway

    Ability to integrate with Ordway and create a seamless quote-to-cash experience for customer, and tie that info/payment in with their billing system.

    1 vote

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  3. Link Salesforce record expiration settings

    Link Salesforce record expiration setting to PandaDoc document

    3 votes

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  4. Associate PandaDoc items with the items in QB

    1 vote

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  5. Capsule CRM

    Integration with Capsule CRM

    10 votes

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  6. Link2CRM Linking documents to objects other than deals

    8 votes

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  7. PipeDrive: Add PandaDoc contacts to PipeDrive

    Ability to pull created in PandaDoc contacts to Pipedrive

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  8. Signature connector tool

    Ability signature too for applications or forms that are not in panda.

    1 vote

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  9. Attachments to PD docs in Zapier

    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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  10. The ability to map roles so they could be auto-populated with the recipients details in close io

    2 votes

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  11. Suite CRM

    Integration with Suite CRM

    10 votes

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

    Pull user email address from Contact object in MS Dynamics

    3 votes

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  13. Freshsales custom fields as tokens

    Make custom fields in Freshsales visible as PandaDoc tokens.

    3 votes

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  14. AccuLynx

    integrate with AccuLynx

    1 vote

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  15. Fattmerchant

    Fattmerchant Payment integration

    2 votes

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  16. Qualtrics

    Native Qualtrics Integration

    2 votes

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  17. Adyen

    Adyen integration

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Salesforce, link PandaDocs to a custom Salesforce object

    Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    34 votes

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    3 comments  ·  Integrations  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.


    Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.


    Please feel free to schedule a time with me here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Looking forward to our conversation!

    Thanks, Alex

  19. Google Forms

    Integration with Google Forms

    8 votes

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  20. Recognize float numbers in Pipedrive Numerical fields

    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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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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