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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1014 results found

  1. The option to use cross-object variables in Nutshell, such as pulling variables from the People object when creating a document from the Company object.

    2 votes

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  2. Would be nice to automatically update project status to confirmed when documents are signed

    1 vote

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  3. add recipient link instead of internal document link to the Active Campaign

    2 votes

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  4. We do not "block" the iframe inside Salesforce if the integration is not connected in the workspace. However, it is also important not to show anything in the SF iFrame if the WS is not linked.

    2 votes

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  5. Offer the option to use Zapier with the EU server

    4 votes

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  6. Have individual buttons for each template on the record page and have visibility on the page layout of these templates, instead of the current one where the PandaDoc module just shows the selection of templates where users can select from.

    1 vote

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  7. I would like to know if it's possible to sync the Subtotal field from a PandaDoc template with the Opportunity Amount field in Salesforce. Ideally, when a new template is created/updated in PandaDoc, the subtotal would automatically update the opportunity amount in Salesforce.

    4 votes

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  8. Ability to have a report based on integrations: show which document was created from which integration, in which workspace these documents are located, etc

    1 vote

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  9. 2 votes

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  10. Recipient mapping in SF only functions if an email is indicated for the contact which does not allow to auto-sign recipients if there is only mobile number available

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. 1 vote

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  12. The ability to create records in Salesforce when a document status changes

    2 votes

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  13. Send the document along with the Quickbooks invoice (so the recipient gets one email containing document and invoice)

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Option to automatically assign recipient to the role during document creation from Monday.com

    4 votes

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  15. When creating a document from a deal in the CRM automatically convert the currency. From one currency (euro) in CRM deal to another currency when creating proposals.

    2 votes

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  16. The option to link PandaDoc documents to Zendesk Support.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. Right now, Tax can only be used with Quotes in Zoho

    2 votes

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  18. 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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  19. 3 votes

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  20. 2 votes

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