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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1061 results found

  1. SEPA Direct Debit

    Ability to set up SEPA direct debit through PandaDoc

    23 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Link to CRM Zoho

    Link documents to Zoho CRM from PandaDoc side

    18 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  3. Attach PDFs to Accounts in Salesforce When Creating From Opp

    When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. Copper Sync - Refresh Document

    Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Images passed from Salesforce to pricing tables

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Payment Gateway - Alipay

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Quickbooks Desktop

    Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    80 votes

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    13 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. 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!

  8. link document to a Deal after it has been created from an organization object (Pipedrive)

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. customize triggers for Zapier setup

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Conditional Logic in creating documents in Salesforce

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. A Paid badge in PDFs of paid documents

    A PDF of a paid document should include the PAID badge, the same as the web view version

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. Add value on textfields using CRM variables

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Salesforce, link PandaDocs to a custom Salesforce object

    Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    34 votes

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    3 comments  ·  Integrations  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.

    I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.

    Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.

    Please feel free to schedule a time with me here:

    https://calendar.app.google/pHa6Xud82oexdoyv6

    Looking forward to our conversation!

    Thanks, Alex

  14. 2 way sync Zoho

    2 way sync with Zoho CRM

    47 votes

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    6 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  15. Review the content of sent documents in Salesforce

    Review the content of sent documents in Salesforce directly.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Import data from Dell quote

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. [Integration] MoneyBird via Zapier: Import products from Pricing Table to Invoice

    Add products from pricing table to MoneyBird invoice via Zapier.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Pull product data from Freshsales to pricing tables

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  19. Copper link to deal ev2

    20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  20. GoCardless

    Integration with Payment Gateway GoCardless

    48 votes

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    4 comments  ·  Integrations  ·  Admin →
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