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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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969 results found

  1. The ability to pass the document status into a CRM field (as a field value/data) via 2 way-sync or other means.

    2 votes

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  2. 2 votes

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  3. The ability to search templates from a specific folder only when creating a document from Pipedrive

    2 votes

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  4. For now, we can pass first name, last name and email for the deal owner in Hubspot. Would be great to include phone and title (+ any other fields that may be useful in the clients' flows) as well.

    2 votes

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  5. 3 votes

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  6. 2 votes

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  7. Integration with SAP (S4HANA)

    2 votes

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  8. Right now, you are unable to link one PandaDoc document to multiple salesforce opportunities.

    This is a requirement for an organization's internal workflow.

    3 votes

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  9. Pull the value to fields with Zapier

    2 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. In the PandaDoc template, click on a field, select Properties on the floating panel
    2. Next, add the name to the Merge field
    3. As a result, the field will appear in the Zapier step
  10. Transfer Data from Smart Form to Zapier Triggers

    2 votes

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  11. Option to send a document via email and SMS via Zapier

    4 votes

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  12. Integration with Egnyte

    1 vote

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  13. Would love to be able to integrate directly into Click Up to create tasks from accepted documents AND attach the document to the task. Would make our workflow much easier, and reduce some manual processes.

    1 vote

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  14. Do you plan to add WORDLINE/INGENICO payment support ? It's a European leader.

    1 vote

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  15. Ability to link forms and not just documents to CRM deal pages

    2 votes

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  16. 2 votes

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  17. Native integration with HR Management System Rexx Systems

    2 votes

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  18. Integrate with Dataforma's AP

    1 vote

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  19. I would like to be able to assign an approver (from an approval group or just to a step) on a document created from Salesforce - but I would like to assign this approver automatically based on a field in Salesforce

    3 votes

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  20. Integration with Knowify.

    1 vote

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