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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1058 results found

  1. Integration with Wrike

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. Pass files from SalesForce attached files to PandaDoc document as attached files

    12 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  3. Ability to set up SEPA direct debit through PandaDoc

    23 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Integration with Justworks.

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  5. 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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  6. 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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  7. 6 votes

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  8. Ability to pass both formats of taxes simultaneously

    1 vote

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  9. Support OpenID connect via Oauth flows.

    1 vote

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  10. Link documents to Zoho CRM from PandaDoc side

    18 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  11. 20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  12. 3 votes

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  13. integration with Autotask

    8 votes

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  14. 3 votes

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  15. 1 vote

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Native integration with Basecamp https://basecamp.com/

    2 votes

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  17. 1 vote

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  18. Be able to automatically link to opportunities all the previously linked documents

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce

    3 votes

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  20. Use a field in SFDC ( Template ID for example ) to specify which template should be automatically used in SDFC integration.

    This should skip template select phase and go right to recipient role mapping

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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