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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1072 results found

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

    1 vote

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

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. 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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  5. 1 vote

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

    2 votes

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  7. 1 vote

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

    1 vote

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  9. Option for Pipedrive 2 way sync

    33 votes

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  10. 5 votes

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

    1 vote

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  12. Customer would like to have the ability for the member users to see other documents in HubSpot that was created through PandaDoc

    1 vote

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  13. filter PandaDoc statuses in Salesforce

    2 votes

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  14. 1 vote

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  15. Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used

    2 votes

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  16. Get revisions of the templates to see how they have been changing historically

    3 votes

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  17. Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
    Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

    1 vote

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  18. 1 vote

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  19. 1 vote

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  20. Customer would like to have the ability to pass data from a completed document field signed by their clients to Monday.com

    4 votes

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