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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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1108 results found

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

    5 votes

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  2. Halo CRM integration.

    1 vote

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  3. 1 vote

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  4. add Maverick payment gateway

    1 vote

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

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Account objects in Freshsales

    1 vote

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  7. 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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  8. Adding PandaDoc module to Salesforce Financial Services Cloud

    1 vote

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  9. 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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    • Option to pass files from CRM to pandadoc
    3 votes

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

    2 votes

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

    1 vote

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  13. 4 votes

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  14. Google Workspace add-on for EU server customers

    1 vote

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  15. Integrate with RD Station

    5 votes

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  16. Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. Ability to change default title for documents created via HubSpot

    5 votes

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  18. Option to create document attachments via Make.com

    1 vote

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