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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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944 results found

  1. Glide Apps Integration

    1 vote

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  2. The ability to integrate with Cin7 via API/ Native integration

    2 votes

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  3. Option to automatically update the Catalog in PandaDoc if product price, description, etc is changed in QB Online

    1 vote

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  4. Import colors from Google

    2 votes

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  5. 1 vote

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  6. PandaDoc module for BambooHR

    2 votes

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  7. Integrate with Fillquick

    2 votes

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  8. Ability to edit templates and documents inside of Zoho CRM

    2 votes

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  9. QuickBooks: ability to disable "New inventory in QB is created based on the PandaDoc document name (in case there is no existing product in QuickBooks using the exact document name)''

    2 votes

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  10. 1 vote

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  11. Option to show additional discount from Pipedrive in the total of the pricing table in PandaDoc

    1 vote

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  12. not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday

    1 vote

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  13. Have a Zapier trigger where it can collect data from a pandadoc upload files field. For example, into a Google Drive.

    5 votes

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  14. 1 vote

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  15. 2 votes

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  16. Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
    Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

    1 vote

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  17. 1 vote

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  18. -Connect a specific Quickbooks Account per workspace simultaneously or
    -Select a specific Quickbooks account in PandaDoc

    4 votes

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  19. 1 vote

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  20. import a previously completed proposal into a new opportunity. For example. We often have service agreements that renew yearly. The proposal typically does not change much other than the price or minor scope changes. If we could import the previous years document into the renewal opportunity it would save us from having to completely re-create the proposal or having to copy and pate it all into a new doc.

    2 votes

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