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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1028 results found

  1. GreytHR

    It would be helpful for cross team collaboration to have GreytHR integration

    1 vote

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  2. EU Server integration with Make tool

    1 vote

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  3. Salesforce: dropdown field sync

    Be able to set up a dropdown so that its filled with information FROM Salesforce, and the updates back IF the customer changes value.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. LimeSurvey

    Integrate PandaDoc with LimeSurvey

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Integration with Microsoft Azure

    Integration with Microsoft Azure

    1 vote

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  6. All automations to be available for EU Server

    2 votes

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  7. Have Slack integration with EU Server

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Set a default workspace on each Salesforce object

    we are hoping to link two different PandaDoc workspaces to the Contract tab on Opportunity and the Contract tab on Account in Salesforce.

    For example,

    Contract Tab on Opportunity -> Test1 (PandaDoc Workspace)
    Contract Tab on Account -> Test2 (PandaDoc Workspace)

    2 votes

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  9. Export documents from ActiveCampaign to Pandadoc

    I want to integrate PandaDoc to ActiveCampiagn. But I have facing problem in migrating files from PandaDoc to AC. I'd like to export files that are on the contact record.

    2 votes

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  10. Integration with Square Appointments

    1 vote

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  11. 2-way sync with Netsuite

    Current capabilities: https://support.pandadoc.com/hc/en-us/articles/12459280745879-NetSuite#h_01H2TZGZNRK667R44MMR641C1P

    6 votes

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  12. Booqable

    Have Pandadoc Integrate with booqable integration.

    1 vote

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  13. Integration with Amadeus Delphi

    Integration with Amadeus Delphi to make eSignature faster.

    1 vote

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  14. MS Dynamics: automatic template selection based on data fields

    Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)

    2 votes

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  15. Zapier action - create a document in PandaDoc via PDF upload

    create a document in PandaDoc via PDF upload

    3 votes

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  16. Pull currency symbol into the text column from CRM to PandaDoc

    Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)

    2 votes

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  17. Create a document from a template within Microsoft teams integration

    2 votes

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  18. Remove/turn off the "most recently used" templates option in Pipedrive

    remove/turn off the "most recently used" templates option in Pipedrive

    3 votes

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  19. Change document value via Zapier

    Change document value via Zapier

    1 vote

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  20. Integrate with Tabby System

    Ability to integrate with Tabby System

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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