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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1108 results found

  1. update and  lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

    3 votes

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  2. ability to add product Tax on the Deal Products level in PD template

    4 votes

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  3. Integration with Freshsales Form.

    1 vote

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  4. Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

    4 votes

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  5. 2 votes

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  6. Additional Copper Variables to be put in a PandaDoc template.

    7 votes

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  7. Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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  8. Tokens cross-object population for Salesforce.

    28 votes

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  9. 1 vote

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  10. 2 votes

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  11. 1 vote

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  12. 8 votes

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  13. Integration with Close.io

    79 votes

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    Hi there! Thank you for submitting your idea. We aren’t planning on building the integration with Close.io into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. Ability to Bulk Send from CRM

    23 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  15. 26 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  16. 2 votes

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  17. write back document status in a list view in dynamics

    1 vote

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  18. Ability to expand the iFrame window that pops up when creating a document within Hubspot

    6 votes

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  19. Pricing table: the option not to pull the product description while it still stays in the CRM.

    2 votes

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  20. integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    3 votes

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