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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1076 results found

  1. EV2. MS Dynamics - Ability to update document info for EV2 documents/.

    2 votes

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  2. [Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc

    Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    10 votes

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  3. Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM

    Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. [Hubspot] turn off the auto-CC of a recipient for documents created in Hubspot

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. [Pipedrive] The ability to connect the products in pipedrive with pandadoc cataloge products

    5 votes

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  6. Pull information across different record types

    2 votes

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  7. [Zendesk sell] sync pandadoc and zendesk sell contacts

    sync pandadoc and zendesk sell contacts

    5 votes

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  8. Refund option via PandaDoc

    Refund option via PandaDoc.

    8 votes

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  9. Pull different products from Salesforce into different sections of a pricing table

    4 votes

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  10. Dynamic fields when pulled from Salesforce

    Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.

    7 votes

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  11. HubSpot" Automatically import / Sync PandaDoc contacts with HubSpot Contacts

    9 votes

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  12. Loxo CRM

    Integration with Loxo CRM

    1 vote

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  13. [Google Sheets] Pass token data

    Ability to easily pass token data to Google Sheets or email after the document is completed

    3 votes

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  14. Stripe + Plaid

    Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    25 votes

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    Idea  ·  9 comments  ·  Integrations  ·  Admin →
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  15. Pull updated pricing table details from Salesforce to PandaDoc

    Pull updated pricing table details from Salesforce to PandaDoc.

    81 votes

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    10 comments  ·  Integrations  ·  Admin →
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    In development  ·  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.

  16. [zoho] [hubspot] Ability to pull images from CRM to pricing table.

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Zapier: Ability to attach PDFs

    Ability to attach PDFs via Zapier

    6 votes

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  18. PipeDrive. Ability to connect multiple PD workspaces to a PipeDrive account

    1 vote

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  19. Choose a folder in which documents created from HubSpot will appear

    4 votes

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  20. Pipedrive. Ability to pull deal duration to pricing tables

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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