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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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938 results found

  1. 1 vote

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  2. 2 votes

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  3. 1 vote

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  4. filter PandaDoc statuses in Salesforce

    2 votes

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  5. 1 vote

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  6. Have Pandadoc Integrate with booqable integration.

    1 vote

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  7. 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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  8. Integration with Amadeus Delphi to make eSignature faster.

    1 vote

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  9. 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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  10. 1 vote

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  11. A very popular software that the legal industry uses is Clio. It's essentially their version of a CRM. We unfortunately do not have a native integration with Clio. The only way to connect us with them is through a third party such as Zapier which adds complexity to a workflow. Lawyers are one of the few professions that are willing to spend the extra money to make their lives easier. While speaking with a law office today, they loved our product and all that it could do, but since we lack the native integration with Clio, there's a good chance…

    5 votes

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  12. Change document value via Zapier

    1 vote

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  13. It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.

    5 votes

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  14. Ability to use the collect card details field in relation to Chargify/Maxio.
    Currently, you can only use this field with Stripe.

    1 vote

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  15. integration and automations with Streak CRM

    2 votes

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  16. import non-PDFs through the Gmail plug-in

    1 vote

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  17. 1 vote

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  18. Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce

    2 votes

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  19. The ability to send documents created via the Zendesk Support integration in the Zendesk view without being redirected to a PandaDoc web window.

    1 vote

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  20. Integration with Salesloft to send PandaDoc created documents as part of a marketing sequence or cadence

    2 votes

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