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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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1029 results found

  1. Option to sort PandaDoc folders by most used not by recently added in Microsoft Dynamics

    2 votes

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  2. 2 votes

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  3. Update Salesforce opportunity when the first recipient signs the document

    2 votes

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  4. Payment Integration with The Merchant Source

    2 votes

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  5. Ability to set up the document currency based on the Zoho CRM field.

    2 votes

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  6. Integration capabilities with WhatsApp

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Option in zapier to change the email subject went document is sent

    11 votes

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  8. Power Automate integration

    10 votes

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  9. The option to integrate PandaDoc with the app called Company Cam.

    2 votes

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  10. I'm using Zapier to add all new agreements created to an Airtable (so agreements can be linked to projects, clients etc), and I'm having to spend time manually deleting any agreements in Airtable that have been deleted in PandaDoc. I'm able to update Airtable records when an agreement's status changes (such as viewed --> completed), but not when it is deleted.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. 2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. PandaDoc to support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods through Stripe.

    3 votes

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  13. connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement

    3 votes

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  14. Integrate PandaDoc with LimeSurvey

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. Integrate with Box.com

    2 votes

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  16. Integration with Egnyte

    1 vote

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  17. Would love to be able to integrate directly into Click Up to create tasks from accepted documents AND attach the document to the task. Would make our workflow much easier, and reduce some manual processes.

    1 vote

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  18. Do you plan to add WORDLINE/INGENICO payment support ? It's a European leader.

    1 vote

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  19. Add Assets to the objects supported by the SFDC integration.

    2 votes

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  20. ConvertCalculator integration

    2 votes

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