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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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941 results found

  1. The ability to sign documents in CRM iFrames without having it open a new tab.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. The option to integrate PandaDoc with the app called Company Cam.

    2 votes

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  3. 2 votes

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  4. Integrate with Box.com

    2 votes

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  5. AgencyBloc (a CRM for insurance brokers)

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Add Assets to the objects supported by the SFDC integration.

    2 votes

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  7. ConvertCalculator integration

    2 votes

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  8. The employee who added variables to our PandaDoc templates via Monday.com items is no longer with us. I currently have multiple Monday.com boards with active items being used as variables connected to multiple PandaDoc templates. The problem is I have no idea which variables listed in Monday.com are connected to which templates in PandaDoc. I'm trying to figure out the best way to find out where the variables are connected/integrated in Monday.com and vice versa.

    3 votes

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  9. add a signature field to the attachment added to the document via Zapier

    2 votes

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  10. We would like to retrieve the files uploaded to collect files field via Zapier to MS SharePoint

    3 votes

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  11. PayU integration

    2 votes

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  12. Ability to keep the template currency when importing products from Pipedrive.

    1 vote

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  13. Formstack integration

    2 votes

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  14. 2 votes

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  15. The Nutshell integration to be made available for accounts in the EU server.

    1 vote

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  16. 1 vote

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  17. Native integration with Survey Monkey or apps for quizzes.

    1 vote

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  18. I'm using Zapier to add all new agreements created to an Airtable (so agreements can be linked to projects, clients etc), and I'm having to spend time manually deleting any agreements in Airtable that have been deleted in PandaDoc. I'm able to update Airtable records when an agreement's status changes (such as viewed --> completed), but not when it is deleted.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Ability to connect Authorize.net sandbox environment.

    1 vote

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  20. PandaDoc to support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods through Stripe.

    2 votes

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