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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1072 results found

  1. The ability to automatically map Contacts to Template Roles.

    1 vote

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  2. The feature that will automatically link duplicates of documents created via CRM integration to the same CRM record.

    1 vote

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  3. assign completed pricing ,Proposal Document to another opportunity in Microsoft Dynamics 365 CRM.

    1 vote

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  4. send a PandaDoc document to a contact in HubSpot when it moves to a certain stage in the deal pipeline

    1 vote

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  5. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Option to map one field in PandaDoc with several fields in Salesforce, for example, pull contact first and last name fields from SF to one text field in PandaDoc document

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  7. When creating a document in pandadoc and then linking manual to pipedrive, we can search by the deal name but sometimes we have legitimately duplicated deal names. The deal number is the unique identifier but I can't see that from pandadoc. It would be nice to filter the list based on status in pipedrive (ie - ignore anything that's already closed out) or to see the deal number as well. I sometimes have to go into pipedrive, manually edit the deal name of the deal I want to link to (add a 1 at the end for example), search in…

    2 votes

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  8. Ability to pull specific content builder blocks from PandaDoc to SalesForce.

    1 vote

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  9. Add the ability to set up PandaDoc as trigger and action at the same time.

    1 vote

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  10. Add all the contacts that are related to the deal to the document and attach the newly created document under each contact in Active Campaign in PandaDoc Documents section.

    1 vote

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  11. Link the recipient signing link to the corresponding Salesforce opportunity

    2 votes

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  12. Have an integration for PaySimple

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. Ability to to pre-fill the SF Opportunity/Custom object ID to a PandaDoc document URL.

    1 vote

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  14. ability to use column mapping when using the link to opportunity in Salesforce

    1 vote

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  15. I use Hubspot. Can I pull in previous PandaDoc documents that have been signed by a contact who exists in Hubspot and associate them with existing contacts?

    It would be great to see the signed document alongside the contact / deal

    1 vote

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  16. Ability to pull data using radio buttons field

    1 vote

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  17. We use iauditor by Safety Culture for our site audit reports. Can Safety Culture be integrated? What would be the cost? As per this link, it can be done https://zapier.com/apps/pandadoc/integrations/safetyculture

    2 votes

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  18. hubspot change object a document was created from
    Users are creating in the incorrect object and then starting over in another object.
    It would help if a user can detach the document from the company or contact and attach it to the deal

    1 vote

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  19. I realize the big money seems to be in integrations with the larger CRM's. I would encourage you to look at Smart Suite which is a no code low code and I think will become gigantic in the near future. There are alot of companies (especially start ups that watch pennies closely) and would not pay for platforms like the Hubspots of the world out of the gate (when Smart Suite will automate to the same scale and degree for almost nothing in comparison). all of these companies will pay the money (or accounting and legal will force them too…

    1 vote

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  20. 1 vote

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