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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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990 results found

  1. Ability to Bulk Send from CRM

    26 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  2. 26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  3. If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    25 votes

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  4. Looking for PD and MS Dynamic to have a 2 way sync

    25 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
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  5. Integration with Acumatica

    22 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  6. Ability to set up SEPA direct debit through PandaDoc

    22 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. The option to set up 1 PandaDoc user to several Pipedrive accounts.

    20 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

  8. 20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  9. Ability to mass export variables list from the document or the template.

    19 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

    19 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  11. integrate with Pabbly Connect

    17 votes

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  12. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    17 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. PandaDoc integration with Lever (HR Recruiting software/CRM)

    17 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  14. 17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  15. possibility to integrate Wise (payment method) to Pandadoc

    15 votes

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  16. 15 votes

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  17. Choose the PandaDoc template automatically based on salesforce field value or salesforce product

    15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Integration with ClickUp

    15 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  19. 15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Link documents to Zoho CRM from PandaDoc side

    15 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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