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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1071 results found

  1. Ability to use the collect card details field in relation to Chargify/Maxio.
    Currently, you can only use this field with Stripe.

    1 vote

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  2. Option to update values from Salesforce via Import from CRM option for sent and viewed documents

    1 vote

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  3. import non-PDFs through the Gmail plug-in

    1 vote

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  4. 1 vote

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  5. Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template

    1 vote

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  6. The ability to send documents created via the Zendesk Support integration in the Zendesk view without being redirected to a PandaDoc web window.

    1 vote

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  7. 1 vote

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  8. Integration with Redmine

    1 vote

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  9. Integration with workbooks

    1 vote

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  10. A way to hide fields/rows of text in a document (created from a template) that are pulling data from Zendesk via variables if that particular field is empty.

    1 vote

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  11. 2 votes

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  12. 1 vote

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  13. sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level

    1 vote

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  14. Option to send a PandaDoc document when a new lead in generated in Pipedrive

    1 vote

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  15. QuickBooks® Online: All-in-One Business Solutions

    2 votes

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  16. Have the ability to access PandaDoc by going through the Dynamics 365 app within MS Teams.

    1 vote

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  17. SherpaDesk integration

    1 vote

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  18. Ability for PandaDoc to integrate with ACT CRM

    1 vote

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  19. Glide Apps Integration

    1 vote

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  20. The customer wants to create an eform with us and wants to integrate it with Hubspot chat feature.
    Once a customer fill out a form, in which they express their interest for a service. They want to be able to chat with them and fix final doubts and then send the contract. After a billing service.

    1 vote

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