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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1108 results found

  1. integration with Autotask

    7 votes

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  2. 3 votes

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  3. 10 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  4. 1 vote

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  5. Ability to pass custom product fields from Salesforce as currency.

    5 votes

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  6. 11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  7. Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.

    4 votes

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  8. Be able to pass deal information using Zapier and Hubspot

    3 votes

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  9. PandaDoc Integration with Airtable

    19 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. Zero CRM Integration

    1 vote

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  11. 7 votes

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  12. We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.

    3 votes

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  13. 2 votes

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  14. 4 votes

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  15. Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Pushing SKU from Hubspot to PandaDoc.

    30 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  17. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. 1 vote

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  19. The option to not include Deal owner as CC recipient if creating document from Pipedrive.

    3 votes

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  20. Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.

    2 votes

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