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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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942 results found

  1. Integrate 2 stripe account to 1 PandaDoc account

    2 different stripe accounts to 1 panda doc account

    3 votes

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  2. Pull currency symbol into the text column from CRM to PandaDoc

    Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)

    1 vote

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  3. Create a document from a template within Microsoft teams integration

    1 vote

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  4. remove/turn off the "most recently used" templates option in Pipedrive

    remove/turn off the "most recently used" templates option in Pipedrive

    2 votes

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  5. Change document value via Zapier

    Change document value via Zapier

    1 vote

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  6. Integrate with Tabby System

    Ability to integrate with Tabby System

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. integrate Stipe tax and advance feature in documents

    2 votes

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  8. Embedded Document JavaScript Event that notifies the parent application that the document is completed

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  9. Ability to use the collect card details field in relation to Chargify/Maxio

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

    3 votes

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  10. Import from CRM option for sent and viewed documents

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

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  11. Gmail Plug in - import a non-pdf

    import non-PDFs through the Gmail plug-in

    1 vote

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  12. Salesforce Integration - Ability to upload the completed copy of document to the recipients Salesforce account.

    1 vote

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  13. Send documents in Zendesk Support without being redirected to the PandaDoc website

    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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  14. Integration with Jobber

    1 vote

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  15. Redmine

    Integration with Redmine

    1 vote

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  16. Workbooks

    Integration with workbooks

    1 vote

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  17. Hide empty rows from a table automatically

    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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  18. Integration with Drata

    2 votes

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  19. sync Pipedrive contacts with PandaDoc

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

    2 votes

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  20. Automations: send a document when a new lead in generated in Pipedrive

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

    1 vote

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