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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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941 results found

  1. Option to have Quickbooks as Intergation.

    Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.

    13 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. Choose the PandaDoc template automatically based on salesforce field value or salesforce product

    13 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. 13 votes

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  4. 13 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  5. Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

    13 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  6. PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.

    It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.

    12 votes

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  7. Automations for Monday CRM.

    12 votes

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  8. Pull in info via tokens with Active Campaign integration

    12 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.

    12 votes

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  10. 12 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. Integration with ClickUp

    12 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  12. Be able to add PandaDoc component to SalesForce community page

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. PandaDoc integration with Lever (HR Recruiting software/CRM)

    12 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. GoHighLevel CRM

    11 votes

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  15. Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. Lawpay is the most widely used payment gateway for lawfirms across the country.
    Note: Affinipay is the parent company

    11 votes

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  17. The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. In the assign people to roles screen and choose to Add new contact > click Show more field, the Job title field is not included. Client will have to go to PD contacts tab to add this details for the variable to work.

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Improve Zapier functionality with new features, like tracking certain info, etc.

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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