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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1005 results found

  1. To be able to provide placeholders for checkboxes in Zapier. EV2

    5 votes

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  2. WaveApps

    WaveApps to create and send invoices for integration

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. More Copper Variables

    Additional Copper Variables to be put in a PandaDoc template.

    7 votes

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  4. The ability to support multiple roles in salesforce

    1 vote

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  5. Autoassigning recipients to roles in CRM integrations

    3 votes

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  6. Ability to format custom product fields from Salesforce

    Ability to pass custom product fields from Salesforce as currency.

    5 votes

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  7. 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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  8. Paperform

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

    1 vote

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  9. Zoho Invoice

    Zoho invoice integration.

    4 votes

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  10. TaxJar

    TaxJar integration

    2 votes

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  11. 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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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. Create documents through Pipedirve on the PD mobile app.

    PanadaDoc App - PipeDrive App Integration.

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. 2-way synchronization with Copper

    2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  14. Refund option via PandaDoc

    Refund option via PandaDoc.

    9 votes

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  15. Zendesk Support Account Tokens

    Ability to pull account data from ZD support to PandaDoc.

    1 vote

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  16. Conditional Logic in creating documents in Salesforce

    11 votes

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  17. 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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  18. Ability to link PD documents to Freshsales deals

    4 votes

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  19. 2 way sync for Close

    2 way sync for Close

    3 votes

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  20. 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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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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