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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Option to update products in the pricing table when the document is linked to Salesforce opportunity from the PandaDoc side

    1 vote

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  2. Ability to pull data using radio buttons field

    1 vote

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  3. We use iauditor by Safety Culture for our site audit reports. Can Safety Culture be integrated? What would be the cost? As per this link, it can be done https://zapier.com/apps/pandadoc/integrations/safetyculture

    2 votes

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  4. 1 vote

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  5. Let's say there's an SFDC Opportunity with the "Decision Maker" Opportunity Contact Role. In order to pull the data of this contact role when you create a document from an opportunity, you need to have the same "Decision Maker" role in PandaDoc template and use the corresponding variables "[Decision Maker.FirtName]" , etc. The problem is that you can use those variable only in PandaDoc blocks. The feature request is to be able to use same role variables (without square brackets) in fields ("merge field" field setting).

    The feature request can also be useful for other integrations and for non-integration cases…

    1 vote

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  6. We have a minimum billing policy in our company. We need the document to default to the set minimum billing amount if the document total based on pricing tables falls below the minimum.

    1 vote

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  7. Sync Zoho Invoice Catalog Items with Pandadoc Catalog Items so that when a catalog item is updated in one software, the other automatically updates (rather than having to update each software separately.)

    2 votes

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  8. In Salesforce Billing Address is captured in separate fields like Billing, Street, City, State, Postal code and country. How do I merge multiple fields from Salesforce into one field in PandaDoc?

    2 votes

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  9. Update a document with values from PipeDrive after the document has been sent

    1 vote

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  10. Add PandaDoc module to Pipderive (i.e Projects)

    2 votes

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    1. It would be great to receive a notification from BambooHR as a reminder when the record is created since we have to manually add more information.
    2. The Information that can be pulled into the employee record in BambooHR from the PandaDoc document are too little compared to the many others we have to manually add. It would be great to have more info automatically added
    2 votes

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  11. It would be helpful for cross team collaboration to have GreytHR integration

    1 vote

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  12. 1 vote

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  13. Be able to set up a dropdown so that its filled with information FROM Salesforce, and the updates back IF the customer changes value.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Integrate PandaDoc with LimeSurvey

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. Integration with Microsoft Azure

    1 vote

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  16. 2 votes

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  17. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. we are hoping to link two different PandaDoc workspaces to the Contract tab on Opportunity and the Contract tab on Account in Salesforce.

    For example,

    Contract Tab on Opportunity -> Test1 (PandaDoc Workspace)
    Contract Tab on Account -> Test2 (PandaDoc Workspace)

    2 votes

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  19. I want to integrate PandaDoc to ActiveCampiagn. But I have facing problem in migrating files from PandaDoc to AC. I'd like to export files that are on the contact record.

    2 votes

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