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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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963 results found

  1. Expand / Collapse Pricing Table Descriptions

    Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.

    11 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  2. Ability to download a receipt as a separate document (PDF)

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. SEPA Direct Debit

    Ability to set up SEPA direct debit through PandaDoc

    22 votes

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  4. Link to CRM Zoho

    Link documents to Zoho CRM from PandaDoc side

    15 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  5. Attach PDFs to Accounts in Salesforce When Creating From Opp

    When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. Copper Sync - Refresh Document

    Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

    2 votes

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  7. Images passed from Salesforce to pricing tables

    7 votes

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  8. Payment Gateway - Alipay

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Quickbooks Desktop

    Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    79 votes

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    12 comments  ·  Integrations  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  10. link document to a Deal after it has been created from an organization object (Pipedrive)

    1 vote

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  11. customize triggers for Zapier setup

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Conditional Logic in creating documents in Salesforce

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. A Paid badge in PDFs of paid documents

    A PDF of a paid document should include the PAID badge, the same as the web view version

    4 votes

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  14. Add value on textfields using CRM variables

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Salesforce, link PandaDocs to a custom Salesforce object

    Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  16. 2 way sync Zoho

    2 way sync with Zoho CRM

    43 votes

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    5 comments  ·  Integrations  ·  Admin →
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    On roadmap  ·  AdminChristopher Ragland (Technical Support Associate, PandaDoc) responded

    Hi, 

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  17. Review the content of sent documents in Salesforce

    Review the content of sent documents in Salesforce directly.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Import data from Dell quote

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. [Integration] MoneyBird via Zapier: Import products from Pricing Table to Invoice

    Add products from pricing table to MoneyBird invoice via Zapier.

    1 vote

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  20. Pull product data from Freshsales to pricing tables

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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