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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1057 results found

  1. Sync fields only from Pandadoc to SFDC and not bidirectionally

    Is it possible to sync fields only from Pandadoc to SFDC and not bidirectionally? I'm asking because I want billing information to sync from Pandadoc once the contract has been signed only. In some cases the information in our CRM for billing is not always correct therefore we don't want to be sending out contracts with pre-filled information where the information is not correct. Let me know if it's possible.

    1 vote

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  2. Ability to pass products from multiple Salesforce objects to a single document.

    Ability to pass products from multiple Salesforce objects to a single document.

    3 votes

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  3. Software as a Service | Microsoft Azure ( SaaS)

    Software as a Service | Microsoft Azure ( SaaS)

    1 vote

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  4. Webhook trigger for CRM object link

    Add a new event type for PandaDoc Webhook that triggers whenever a CRM Object is linked (or unlinked)

    3 votes

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  5. Webhook trigger for Tags

    Add a new event type for PandaDoc Webhook that triggers whenever a Tag is added (or removed)

    3 votes

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  6. Integration with Notion, so that we can send multiple documents from Notion CRM at the same time for a single employee

    1 vote

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  7. All automations to be available for EU Server

    1 vote

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  8. Have Slack integration with EU Server

    1 vote

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  9. Set a default workspace on each Salesforce object

    1 vote

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  10. [Zendesk Support] pull values using Lookup Relationships.

    2 votes

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  11. Integration with Square Appointments

    1 vote

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  12. filter PandaDoc statuses in Salesforce

    filter PandaDoc statuses in Salesforce

    2 votes

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  13. 2-way sync with Netsuite

    Current capabilities: https://support.pandadoc.com/hc/en-us/articles/12459280745879-NetSuite#h_01H2TZGZNRK667R44MMR641C1P

    1 vote

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  14. Booqable

    Have Pandadoc Integrate with booqable integration.

    1 vote

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  15. White-labelling of the T&C block under the signature

    Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used

    2 votes

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  16. HubSpot deal created automatically once a document is completed

    HubSpot deal is created automatically once a document is completed

    1 vote

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  17. program a date/time to send a document from HubSpot

    program a date/time to send a document from hubspot

    1 vote

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  18. Integration with Amadeus Delphi

    Integration with Amadeus Delphi to make eSignature faster.

    1 vote

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  19. MS Dynamics: automatic template selection based on data fields

    Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)

    1 vote

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  20. Pull currency symbol into the text column from CRM to PandaDoc

    Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)

    1 vote

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