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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1072 results found

  1. Display documents in related HubSpot objects.

    1 vote

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  2. The Nutshell integration to be made available for accounts in the EU server.

    1 vote

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  3. 1 vote

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  4. We need help from PandaDoc.

    We would love PandaDoc to profile us and create awareness of our new Connector App, like you recently did in your article named What’s New in PandaDoc: New CRM syncs, Smart Forms, and more

    Envision Digital Pty Ltd is a long-term Certified Partner of PandaDoc. We are based in Perth, Western Australia. We have built and commissioned a self-funded a global Multi-Connector App called envisionLXPJ. PandaDoc is used in all 3 multi-integrations.

    envisionLXPJ Landing Page: https://www.envisiondigital.com.au/envisionlxpj/

    Our Multi-Connector App integrates the following:

    1. Integration 1 - Lead Gen & CRM (Formerly SharpSpring) with PandaDoc. This automated…

    1 vote

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  5. envisionLXPJ Landing Page: https://www.envisiondigital.com.au/envisionlxpj/

    This integration is completed and ready to go!

    3 Key benefits

    1. Integrates Lead Gen & CRM and PandaDoc. CRM directly automates sales proposals. More time for salespeople to sell!

    2. Integrates PandaDoc with Xero - We are the first to develop an integration where PandaDoc can create draft invoices in Xero!

    3. Integrates PandaDoc with Jira - Pandadoc can setup new projects in Jira

    envisionLXPJ

      It is a Global Multi-Connector App between Lead Gen & CRM (Constant Contact), PandaDoc, Xero, Stripe and Jira.

    Unique

      First time that such an integration has been built globally. Data provided…

    1 vote

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  6. Ability to pass product description from Pipedrive without having to add the description to Pipedrive comments

    1 vote

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  7. 1 vote

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  8. 1 vote

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  9. Native integration with Survey Monkey or apps for quizzes.

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  10. 2 votes

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  11. conditional variables from CRM

    1 vote

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  12. Ability to connect Authorize.net sandbox environment.

    1 vote

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  13. HubSpot - tokens available on deals for linked/sub/ associated deals

    2 votes

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

    2 votes

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  15. Generate a contract in HubSpot when a document is completed/signed/paid

    2 votes

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

    1 vote

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  17. Vue.js Framework integration

    2 votes

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  18. Automatically send the invoice to the recipient when using QuickBooks payments

    1 vote

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  19. Decimal places in Salesforce tokens, have more than 2 numbers after decimal

    1 vote

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  20. images uploaded by recipients into a PandaDoc document automatically added to our corresponding Hubspot deal

    1 vote

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