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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1005 results found

  1. Link2CRM Linking documents to objects other than deals

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Payment gateway for Converge Pay processed by Elavon

    Payment gateway for Converge Pay processed by Elavon.

    2 votes

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  3. Pass product description from Pipedrive to PandaDoc pricing table

    Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    32 votes

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    4 comments  ·  Integrations  ·  Admin →
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    Being Evaluated  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi 👋,

    I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.


    I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.


    We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.


    Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6


    Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.


    Thanks so much, Alex

    Product Manager – Integration Ecosystem

    PandaDoc

  4. Google Forms

    Integration with Google Forms

    7 votes

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  5. salesforce link

    Be able to automatically link to opportunities all the previously linked documents

    4 votes

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  6. AutoSelect template based on SFDC field

    Use a field in SFDC ( Template ID for example ) to specify which template should be automatically used in SDFC integration.

    This should skip template select phase and go right to recipient role mapping

    4 votes

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  7. Link a document to Organization, People in Pipedrive

    well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. WaveApps

    WaveApps to create and send invoices for integration

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. Storing CC infom

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Trigger Doucment creation via SFDC workflows

    Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Capsule CRM

    Integration with Capsule CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. PipeDrive: Add PandaDoc contacts to PipeDrive

    Ability to pull created in PandaDoc contacts to Pipedrive

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. Include products in Link to Opportunity - Pipedrive

    Ability to sync updated products from Pipedrive Opportunity to Pricing table when something changes.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Ability to link documents created via Zapier to a CRM record

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  15. Autoassigning recipients to roles in CRM integrations

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Suite CRM

    Integration with Suite CRM

    10 votes

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  17. Document forwarding

    CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

    2 votes

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  18. Model popup when clicking privacy link in embedded view

    Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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  19. Different products from Pipedrive into different pricing tables

    6 votes

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  20. Acumatica

    Integration with Acumatica

    22 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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