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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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942 results found

  1. Pull data from a PandaDoc document into a Word document natively

    1 vote

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  2. Pass data to Monday.com

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

    8 votes

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  3. Halo CRM

    Halo CRM integration.

    1 vote

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  4. Automations for Microsoft Teams: upload a document to a specific channel/folder upon its completion.

    1 vote

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  5. add Maverick payment gateway

    add Maverick payment gateway

    1 vote

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  6. Document link to SalesForce Quote record

    Customer would like to link the document to Quote record in SalesForce

    5 votes

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  7. Account objects in Freshsales

    Account objects in Freshsales

    1 vote

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  8. Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams

    Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams

    1 vote

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  9. PandaDoc in Salesforce Financial Service cloud

    Adding PandaDoc module to Salesforce Financial Services Cloud

    1 vote

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  10. Salesforce: assign recipients from look-up field to roles

    Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce

    2 votes

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  11. Pass files from CRM to Pandadoc

    • Option to pass files from CRM to pandadoc
    3 votes

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  12. Zoho Pass custom fields from quote to a pricing table

    I would like to grab the products and custom fields like VAT and Terms into the documents via Zoho integration when creating a document from a Quote. Some of them can be sent only with the deals, but my use case doesn't work with creating Deals. I tried sending from the deals module but this doesn't work as deals doesn't hold the pricing/product data like the quotes module does.

    3 votes

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  13. Option in SFDC to have a specific line item that pulls in "hide"

    • Will allow the user to pull specific items in SFDC in hide or either the entire list of line items pull in from salesforce, or none
    1 vote

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  14. Salesloft Integration to send PD created briefs as part of a marketing cadence

    Integration with Salesloft to send PandaDoc created documents as part of a marketing sequence or cadence

    2 votes

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  15. MS Teams: all users' notifications

    Option to see all users' notifications from all workspaces within MS Teams

    1 vote

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  16. Duplicate document within PandaDoc panel/widget in Salesforce

    4 votes

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  17. Google Workspace add-on for EU server

    Google Workspace add-on for EU server customers

    1 vote

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  18. Integrate with RD Station

    Integrate with RD Station

    5 votes

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  19. Make.com: create attachments

    Option to create document attachments via Make.com

    1 vote

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  20. Lexoffice

    Integrate with Lexoffice

    1 vote

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