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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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989 results found

  1. A way to hide fields/rows of text in a document (created from a template) that are pulling data from Zendesk via variables if that particular field is empty.

    1 vote

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  2. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level

    3 votes

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  4. Option to send a PandaDoc document when a new lead in generated in Pipedrive

    1 vote

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  5. I want to have the signers be automatically populated in theory respective roles on creation of the doc when I click the button and select the template without having to manually add each signer. I want this to populate based on a role or other field on the contact in Insightly. I want the sender/second signer to automatically populate from the owner of the opportunity.'

    2 votes

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

    1 vote

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  7. SherpaDesk integration

    1 vote

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  8. Ability for PandaDoc to integrate with ACT CRM

    1 vote

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  9. Glide Apps Integration

    1 vote

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

    1 vote

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

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.

    Here are some key benefits of integrating Payoneer with Pandadoc:

    Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.

    Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are…

    8 votes

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

    2 votes

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

    1 vote

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  15. Option for Pipedrive 2 way sync

    45 votes

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    Hi 👋,

    I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.


    I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.


    We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.


    Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6


    Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.


    Thanks so much, Alex

    Product Manager – Integration Ecosystem

    PandaDoc

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

    1 vote

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  17. filter PandaDoc statuses in Salesforce

    2 votes

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  18. 1 vote

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

    3 votes

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