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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1073 results found

  1. Template Matching

    https://support.docusign.com/en/guides/ndse-user-guide-manage-automatic-template-matching

    https://vimeo.com/370244613

    17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. The option to add completed documents as attachments in Hubspot (like in SF).

    Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    24 votes

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    Early access  ·  2 comments  ·  Integrations  ·  Admin →
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  3. Let recipients invoice a sender

    1 vote

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  4. Ability to link a Completed document to a Salesforce Opportunity in Editor 2.0

    3 votes

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  5. Procore

    integration with Procore to create and send documents

    7 votes

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  6. MailChimp

    Integration with MailChimp

    7 votes

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  7. Zoho Invoice

    Zoho invoice integration.

    4 votes

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  8. Ability to get download links to the documents created via SDK

    1 vote

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  9. 2 way sync for Close

    2 way sync for Close

    3 votes

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  10. Ability to edit existing documents through HubSpot

    Ability to edit existing documents through HubSpot integration instead of just PandaDoc.

    6 votes

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  11. [HubSpot] The "Modified date" field in attached docs

    5 votes

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  12. the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39804400

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table

    Pricing Table: Predefined tokens (#2 need)
    Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  14. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col

    Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

    2 votes

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  15. Highspot

    Highspot integration

    1 vote

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  16. Dynamic Content with Salesforce

    The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.

    10 votes

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  17. To be able to provide placeholders for checkboxes in Zapier. EV2

    5 votes

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  18. Marking the documents that are used in an integration

    1 vote

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  19. Ability to pull information about products from salesforce to a document as variables/tokens

    1 vote

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  20. Bind PD documents to be seen on the Microsoft Dynamics 365 forms

    Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.

    3 votes

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