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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1012 results found

  1. Once a document is completed, can I have it update an opportunity with the file in Copper?

    2 votes

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  2. Right now, the History in a Pipedrive deal will only show PDFs of documents in completed status, not any status

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Currently you have an automation that updates Salesforce Opportunity Products if there are changes made to certain fields in the PandaDoc (e.g., Discount, Line description, Quantity and Sales price), when a status changes to either Sent or Completed.

    It would be good to be able to update Opportunity Products in Salesforce, the entire products or parts of a product, and then be able to update the table in PandaDoc to avoid double handling. If I want to remove a product from PandaDoc, I also have to remove it from Salesforce and vice versa.

    6 votes

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  4. Ability to Link PandaDoc Document to Salesforce Opportunity via API

    2 votes

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  5. Integration with Follow Up Boss

    2 votes

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  6. For example, if the aim is for the document name to be Template Title + Full Name (field in the opportunity). It's not possible right now to do this because the field wouldn't know the name of each Template being used

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. integration with coda.io

    2 votes

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  8. 4 votes

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  9. The customer would like the option for Salesforce to pass the variable values without including 'CAD' for the currency, displaying only the dollar ($) sign instead

    2 votes

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  10. Allow for integration between Zendesk Support and PD the capability of pre-assigning the recipients to the role when creating a document within Zendesk Support (EV2)

    1 vote

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  11. Disable the ability to download a PandaDoc Document from within HubSpot.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  12. 2 votes

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  13. The ability to pass the document status into a CRM field (as a field value/data) via 2 way-sync or other means.

    2 votes

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  14. The ability to search templates from a specific folder only when creating a document from Pipedrive

    3 votes

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  15. For now, we can pass first name, last name and email for the deal owner in Hubspot. Would be great to include phone and title (+ any other fields that may be useful in the clients' flows) as well.

    2 votes

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  16. 3 votes

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  17. 2 votes

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  18. Integration with SAP (S4HANA)

    2 votes

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  19. Right now, you are unable to link one PandaDoc document to multiple salesforce opportunities.

    This is a requirement for an organization's internal workflow.

    4 votes

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  20. Pull the value to fields with Zapier

    2 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. In the PandaDoc template, click on a field, select Properties on the floating panel
    2. Next, add the name to the Merge field
    3. As a result, the field will appear in the Zapier step
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