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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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969 results found

  1. Update Salesforce fields with the PandaDoc variable based on the selected templates. There are cases when multiple templates are used with one Opp and not all of the docs created from one opp need to pass the field info. Currently, there is no way to set up the trigger for specific templates.

    2 votes

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  2. 2 votes

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  3. 2 votes

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  4. Customer currently using SFDC CPQ; Import from CRM functionality does not work for them if they make changes in Opportunity quote line items to push into PDoc documents; NO mention of making this improvement on Roadmap

    1 vote

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  5. Option to connect to Isracard's payment gateway

    2 votes

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  6. Option to connect to Green Invoice payment gateway

    2 votes

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  7. Option to integrate with Genie AI

    2 votes

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  8. Set the item as optional in Pipedrive, sync to PandaDoc as optional and be added to the pricing table as optional automatically

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. Once a document is completed, can I have it update an opportunity with the file in Copper?

    2 votes

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  10. Right now, the History in a Pipedrive deal will only show PDFs of documents in completed status, not any status

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. Currently you have an automation that updates Salesforce Opportunity Products if there are changes made to certain fields in the PandaDoc (e.g., Discount, Line description, Quantity and Sales price), when a status changes to either Sent or Completed.

    It would be good to be able to update Opportunity Products in Salesforce, the entire products or parts of a product, and then be able to update the table in PandaDoc to avoid double handling. If I want to remove a product from PandaDoc, I also have to remove it from Salesforce and vice versa.

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Ability to Link PandaDoc Document to Salesforce Opportunity via API

    2 votes

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  13. Integration with Follow Up Boss

    2 votes

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  14. For example, if the aim is for the document name to be Template Title + Full Name (field in the opportunity). It's not possible right now to do this because the field wouldn't know the name of each Template being used

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. integration with coda.io

    2 votes

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  16. 2 votes

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  17. The customer would like the option for Salesforce to pass the variable values without including 'CAD' for the currency, displaying only the dollar ($) sign instead

    2 votes

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  18. Allow for integration between Zendesk Support and PD the capability of pre-assigning the recipients to the role when creating a document within Zendesk Support (EV2)

    1 vote

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  19. Disable the ability to download a PandaDoc Document from within HubSpot.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  20. 2 votes

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