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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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941 results found

  1. 2 votes

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  2. PandaDoc integration with Copper Mobile App

    1 vote

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  3. Add optional item in pricing table with Zapier

    1 vote

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  4. It would be really nice to be able set what template you want to open up from the JavaScript SDK and not force the user to pick every time. This would just make the process more streamlined and better for the user. I envision just setting the template ID right in the data object when it calls the doc editor.

    1 vote

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  5. Requesting an integration with Rippling to PandaDoc

    6 votes

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  6. 1 vote

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  7. Notify account owner when an integration is not working.

    1 vote

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  8. 1 vote

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  9. Have a Zapier trigger where it can collect data from a pandadoc upload files field. For example, into a Google Drive.

    5 votes

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  10. The ability to pass custom product fields into a pricing table on a Template instead of a Document using Salesforce

    1 vote

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  11. Ability to set up data merge for documents in Zapier.

    1 vote

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  12. The option to generate the PDF from Salesforce Flow or Trigger without going through the PandaDoc UI component.

    1 vote

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  13. Would like to have a PD option to remove HTML tags across the variables in SalesForce.

    1 vote

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  14. To have the option for Webhook to expose an IP or recipient details of who viewed the document.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. Two different products in Salesforce (Standard Product and Add-on Product). When creating a contract in PandaDoc, the pricing table should display these products as one which can be called Standard Product with an add-on.

    2 votes

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  16. Ability to pull Stripe subscription ID from product catalog

    1 vote

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  17. 1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  18. you don't have any good Zapier capabilities or integrations with other software like HouseCall Pro and the like. We should be able to push customer data over and automatically send a specific agreement to a person without having to type everything manually. It's a huge waste of time and is the largest factor in my rating. You need useful Zaps

    1 vote

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  19. Integration with GuestRevu

    1 vote

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  20. Ability to integrate with PaySimple as payment gateway

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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