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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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968 results found

  1. Native Integration with noCRM.io

    1 vote

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

    2 votes

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  3. Add a new event type for PandaDoc Webhook that triggers whenever a CRM Object is linked (or unlinked)

    3 votes

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  4. Add a new event type for PandaDoc Webhook that triggers whenever a Tag is added (or removed)

    4 votes

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  5. Ability to integrate with Trainual

    1 vote

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  6. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Import colors from Google

    2 votes

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  8. 1 vote

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  9. PandaDoc module for BambooHR

    2 votes

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  10. Ability to send Salesforce related files as PandaDoc documents.

    1 vote

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  11. Integrate with Fillquick

    2 votes

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  12. Ability to use a variable instead of the recipient email to match the client in Quickbooks

    1 vote

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

    2 votes

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  14. 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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  15. 1 vote

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  16. Option to link products from CRM to the Catalog in PandaDoc. So you can select CRM products in the pricing table the same way you select products from Catalog.

    1 vote

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  17. If the values passing from Dynamics are in HTML format, pass those values rendered correctly to PandaDoc, for now, the values are passed as plain text.

    1 vote

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  18. Integration capabilities with WhatsApp

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Button in salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the recipient.

    1 vote

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  20. 2 votes

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