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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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941 results found

  1. Update a document with values from PipeDrive after the document has been sent

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Add PandaDoc module to Pipderive (i.e Projects)

    2 votes

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    1. It would be great to receive a notification from BambooHR as a reminder when the record is created since we have to manually add more information.
    2. The Information that can be pulled into the employee record in BambooHR from the PandaDoc document are too little compared to the many others we have to manually add. It would be great to have more info automatically added
    2 votes

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  3. It would be helpful for cross team collaboration to have GreytHR integration

    1 vote

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  4. 1 vote

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  5. Is it possible to sync fields only from Pandadoc to SFDC and not bidirectionally? I'm asking because I want billing information to sync from Pandadoc once the contract has been signed only. In some cases the information in our CRM for billing is not always correct therefore we don't want to be sending out contracts with pre-filled information where the information is not correct. Let me know if it's possible.

    1 vote

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  6. Be able to set up a dropdown so that its filled with information FROM Salesforce, and the updates back IF the customer changes value.

    2 votes

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  7. Integrate PandaDoc with LimeSurvey

    3 votes

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  8. Integration with Microsoft Azure

    1 vote

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  9. 1 vote

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  10. 1 vote

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  11. 1 vote

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  12. I want to integrate PandaDoc to ActiveCampiagn. But I have facing problem in migrating files from PandaDoc to AC. I'd like to export files that are on the contact record.

    2 votes

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  13. 1 vote

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  14. 1 vote

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  15. Have Pandadoc Integrate with booqable integration.

    1 vote

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  16. Integration with Amadeus Delphi to make eSignature faster.

    1 vote

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  17. Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)

    2 votes

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  18. create a document in PandaDoc via PDF upload

    2 votes

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  19. 2 different stripe accounts to 1 panda doc account

    3 votes

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