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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1113 results found

  1. Ability to integrate with Trainual

    1 vote

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  2. 2 votes

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

    2 votes

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  4. 1 vote

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  5. PandaDoc module for BambooHR

    2 votes

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

    1 vote

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  7. Integrate with Fillquick

    2 votes

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

    1 vote

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

    2 votes

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  10. 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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  11. Keep the date field formatting when passing HubSpot line item that has a billing start date field.

    (now it's YYYY-MM-DD by default and there's no way to change it).

    2 votes

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  12. 1 vote

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  13. Ability to pass variables' values back to HubSpot if any of the vairables' values has been manually adjusted after the document creation.

    1 vote

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  14. 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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  15. 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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  16. Integration capabilities with WhatsApp

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. 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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  18. 2 votes

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  19. integration and automations with Streak CRM

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Map line items to a table block via Zapier and/or native integrations.

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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