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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1057 results found

  1. Integration with Drata

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. [HubSpot] to display name of the labels instead of the internal values of the properties.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  3. 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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  4. 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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  5. QuickBooks® Online: All-in-One Business Solutions

    QuickBooks® Online: All-in-One Business Solutions

    2 votes

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  6. Access PandaDoc through Teams within Dynamics app

    Have the ability to access PandaDoc by going through the Dynamics 365 app within MS Teams.

    1 vote

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  7. SherpaDesk

    SherpaDesk integration

    1 vote

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  8. ACT CRM

    Ability for PandaDoc to integrate with ACT CRM

    1 vote

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  9. Glide Apps

    Glide Apps Integration

    1 vote

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  10. Chat function integration w/ Hubspot

    The customer wants to create an eform with us and wants to integrate it with Hubspot chat feature.
    Once a customer fill out a form, in which they express their interest for a service. They want to be able to chat with them and fix final doubts and then send the contract. After a billing service.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. Connect catalog in Quickbooks Online to PandaDoc

    Option to automatically update the Catalog in PandaDoc if product price, description, etc is changed in QB Online

    1 vote

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  12. Markate CRM

    Integrate with Markate (CRM) or create a native PandaDoc automation.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Dynamics 365 Product Bundles

    In Dynamics 365 if an included product is marked as a "bundle" (in Dynamics) the sub-items products (description, etc...) are not shown. Only the parent/top-level product name and description are displayed. As a Seller, I want the selected "bundled" product, to show descriptions of the included line-item in the quote.

    2 votes

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  14. Update records in SugarCRM when new documents are Signed in PandaDoc

    Update records in SugarCRM when new documents are Signed in PandaDoc

    https://pandadoc.zendesk.com/agent/tickets/604161

    1 vote

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  15. Override MS Dynamics date variable settings with PandaDoc date settings

    Override MS Dynamics date variable settings with PandaDoc date settings

    2 votes

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  16. Salesforce CPQ: Defining opp stage update at a template level.

    1 vote

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  17. Pipedrive: map additional discount to the total discount in pricing table

    Option to show additional discount from Pipedrive in the total of the pricing table in PandaDoc

    1 vote

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  18. Two way sync with Pipedrive

    Option for Pipedrive 2 way sync

    33 votes

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    4 comments  ·  Integrations  ·  Admin →
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  19. Update HubSpot Deal Products with changes made in Pricing Table

    5 votes

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  20. not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday

    not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday

    1 vote

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