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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1053 results found

  1. The ability to support multiple roles in salesforce

    1 vote

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  2. Add Document declined trigger event in Zapier

    2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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  3. Add Document sent trigger event in Zapier

    1 vote

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  4. Paperform

    paperform native integration: pull data from new submission to the doc

    1 vote

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  5. Add PandaDoc component to SalesForce community page

    Be able to add PandaDoc component to SalesForce community page

    13 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. Pull info from Salesforce into PandaDoc fields

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Basecamp

    Native integration with Basecamp https://basecamp.com/

    2 votes

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  8. contact's variables in variable list in the Opportunity in Salesforce

    having contact's variables in variable list in the Opportunity in Salesforce

    9 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  9. Extend Zapier functionality

    Improve Zapier functionality with new features, like tracking certain info, etc.

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. Pass line item description formatting from SFDC

    Pass the complex line item description formatting from Salesforce to PandaDoc

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. MS Dynamics two-way sync (2-way sync)

    Looking for PD and MS Dynamic to have a 2 way sync

    25 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
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  12. Microsoft Power Bi

    Integration with Microsoft Power Bi

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    When adding a presentation from canva should be able to change the page orientation to landscape in canva

    18 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Zendesk Support Account Tokens

    Ability to pull account data from ZD support to PandaDoc.

    1 vote

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  15. Mass export variables

    Ability to mass export variables list from the document or the template.

    19 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Map document value to a deal value token using a CRM integration

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Use Payfast in South Africa

    PandaDoc does not have any integrated Payment gateways that can be used in South Africa.

    2 votes

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  18. The ability to integrate with the order management software to use it as contract repository

    3 votes

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  19. Receive invoices for accounts with Automatic collection method

    I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
    For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.

    2 votes

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  20. Typeform

    Customer wants to integrate Typeform with PandaDoc to prefill a document with values.

    4 votes

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