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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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963 results found

  1. Copper

    Native integration with Copper

    4 votes

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  2. JSON Payload Update for EV2 with Salesforce

    Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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  3. Microsoft Dynamics Discount option

    Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

    4 votes

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  4. discount to pass in Zoho(if not quotes)

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  5. EV2. MS Dynamics - Ability to update document info for EV2 documents/.

    2 votes

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  6. [Pipedrive] The ability to connect the products in pipedrive with pandadoc cataloge products

    6 votes

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  7. Pull information across different record types

    2 votes

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  8. [Zendesk sell] sync pandadoc and zendesk sell contacts

    sync pandadoc and zendesk sell contacts

    5 votes

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  9. Refund option via PandaDoc

    Refund option via PandaDoc.

    9 votes

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  10. Pull different products from Salesforce into different sections of a pricing table

    4 votes

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  11. Dynamic fields when pulled from Salesforce

    Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.

    7 votes

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  12. Loxo CRM

    Integration with Loxo CRM

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Braintree

    Ability to use braintree as a payment gateway

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. [Google Sheets] Pass token data

    Ability to easily pass token data to Google Sheets or email after the document is completed

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Stripe + Plaid

    Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    27 votes

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    Idea  ·  10 comments  ·  Integrations  ·  Admin →
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  16. Zapier: Ability to attach PDFs

    Ability to attach PDFs via Zapier

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. PipeDrive. Ability to connect multiple PD workspaces to a PipeDrive account

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Pipedrive. Ability to pull deal duration to pricing tables

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. Create documents through Pipedirve on the PD mobile app.

    PanadaDoc App - PipeDrive App Integration.

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  20. Salesforce Mobile App Capability

    Be able to use the Salesforce integration using mobile apps.

    37 votes

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    3 comments  ·  Integrations  ·  Admin →
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    Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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