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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Salesforce Automations: Update a Salesforce field with a custom value when a mapped PandaDoc field is updated. For example, when a client chooses 'France' in the dropdown field, 'FR' is pulled to the Salesforce field.

    1 vote

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  3. Integration with Creator IQ (available in Docusign).

    2 votes

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  4. Ability to bundle two or more templates when creating a document from a CRM. Or Ability to use an uploaded file + PandaDoc template when creating a document from a CRM.

    1 vote

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  5. The ability to push document value from PandaDoc to Hubspot Deal Value without Hubspot recalculating.

    1 vote

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  6. Merge PDF/ Docx file on Monday.com with PandaDoc document automatically

    1 vote

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  7. NetDocument integration

    1 vote

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  8. 3 votes

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  9. 2 votes

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  10. Xactimate direct integration with PandaDoc

    2 votes

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  11. salesforce create documents from google docs

    2 votes

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  12. Ability to update opportunity products and push the data back to Salesforce in Draft Status

    2 votes

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  13. Our team uses printavo CRM as an event planning company. Its different but it works for us. I would love to see integrations between the two to be able to automatically transfer client info from one to the other

    1 vote

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  14. 2 votes

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  15. Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification

    2 votes

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  16. Select which of the workspaces send notifications to Slack

    2 votes

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  17. Integration with Dazos

    1 vote

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  18. native gainsight integration so a CS and Legal team could create documents directly from GS and sync data between two systems.

    2 votes

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  19. At the moment, bullet points will not sync back into the description (or a custom rich text field) in Salesforce product when using the trigger. It will show as one line.

    2 votes

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  20. Ability to pull values using standard default tokens from a HubSpot deal to a pricing table.

    1 vote

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