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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.

    5 votes

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  3. Ability to integrate with SecurityTrax

    3 votes

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  4. LeadConnector native integration.

    2 votes

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  5. Option to pull products from the Quote object in SFDC that has Quote groups into the pricing table sections automatically

    1 vote

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  6. custom date charge with Stripe instead of when a doc is completed

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  7. Integrate Law Depot to PandaDoc

    1 vote

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  8. When a document can't be created for some reason, a 'documentcreationfailed' webhook event is sent, but it only includes the document ID, and no other metadata that was provided with the document creation request.

    It would be great if that user specified metadata was provided with the webhook data, because in my scenario, I have multiple different services and versions of services that work with PandaDoc data, and with just the document ID I can't determine what service created the document, I normally rely on ID's I have set in the document's metadata that I provide.

    1 vote

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  9. Integrate with Nutshell

    1 vote

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  10. Pass document status change date (draft-viewed-voided-completed etc) to SF PandaDoc lightning component instead of modified_date

    2 votes

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  11. Can customers get notified when their web hooks aren't working or when they're broken. Right now there's no way for customers to get actively notified on when a web hook is working or isn't.

    1 vote

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  12. 1 vote

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  13. The option to use the quote number from Dynamics 365 as the sequencing number when sending a document.

    2 votes

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  14. When using Update Zoho quote products whenever a document’s status is updated automation, add an option to update the quantity of the product to zero in Zoho, in case this product is not selected in PandaDoc document.

    1 vote

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  15. More variables for the PandaDoc <> Bamboo HR integration, such as passport number.

    1 vote

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  16. -Connect a specific Quickbooks Account per workspace simultaneously or
    -Select a specific Quickbooks account in PandaDoc

    4 votes

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  17. A very popular software that the legal industry uses is Clio. It's essentially their version of a CRM. We unfortunately do not have a native integration with Clio. The only way to connect us with them is through a third party such as Zapier which adds complexity to a workflow. Lawyers are one of the few professions that are willing to spend the extra money to make their lives easier. While speaking with a law office today, they loved our product and all that it could do, but since we lack the native integration with Clio, there's a good chance…

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. 2 votes

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  19. restrict the user to view the second document if they haven't completed the fields on the 1st document

    2 votes

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  20. Generate editable documents in Slack similar to how a CRM integration works.

    1 vote

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