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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1108 results found

  1. 2 votes

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  2. Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.

    2 votes

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  3. 1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  4. Option to update values from Salesforce via Import from CRM option for sent and viewed documents

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  5. Automatically send the invoice to the recipient when using QuickBooks payments

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Decimal places in Salesforce tokens, have more than 2 numbers after decimal

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. images uploaded by recipients into a PandaDoc document automatically added to our corresponding Hubspot deal

    1 vote

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  8. The ability to automatically map Contacts to Template Roles.

    1 vote

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  9. The feature that will automatically link duplicates of documents created via CRM integration to the same CRM record.

    1 vote

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  10. Get revisions of the templates to see how they have been changing historically

    3 votes

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  11. assign completed pricing ,Proposal Document to another opportunity in Microsoft Dynamics 365 CRM.

    1 vote

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  12. send a PandaDoc document to a contact in HubSpot when it moves to a certain stage in the deal pipeline

    1 vote

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  13. 1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  14. sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level

    2 votes

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  15. Ability to pull specific content builder blocks from PandaDoc to SalesForce.

    1 vote

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  16. Add the ability to set up PandaDoc as trigger and action at the same time.

    1 vote

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  17. Add all the contacts that are related to the deal to the document and attach the newly created document under each contact in Active Campaign in PandaDoc Documents section.

    1 vote

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  18. In Dynamics 365 if an included product is marked as a "bundle" (in Dynamics) the sub-items products (description, etc...) are not shown. Only the parent/top-level product name and description are displayed. As a Seller, I want the selected "bundled" product, to show descriptions of the included line-item in the quote.

    2 votes

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  19. Ability to to pre-fill the SF Opportunity/Custom object ID to a PandaDoc document URL.

    1 vote

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  20. It would be helpful to have the emails sent from PandaDoc for documents copied into HubSpot.

    4 votes

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