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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1005 results found

  1. collect payments with Microsoft Business Central

    1 vote

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  2. Expand character limits for values passed from Salesforce Opportunity fields

    Expand the current Character limit of 1000 characters that can be transferred to a field from a Salesforce Opportunity. At the moment, only 1000 characters can be transferred which limits certain cases to be able to create documents from the Opportunities that exceed this limit.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  3. The ability to log out of Canva from within a template instead of having to go to the Canva website.

    1 vote

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  4. Embed a Document View Session will work with react

    Embed a Document View Session will work with react

    1 vote

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  5. Humi

    Integration with Humi

    1 vote

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  6. populate two salesforce opportunities in one pricing table

    populate two salesforce opportunities in one pricing table

    For example, Product and coupon opportunities in populated within one pricing table.

    https://pandadoc.zendesk.com/agent/tickets/404226

    1 vote

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  7. Pandadoc document value in Pipedrive panel

    Show Pandadoc document value in Pipedrive panel

    1 vote

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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.


    Here’s what we are building:


    CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.


    Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.


    Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.


    Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.


    We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.


    Timeline Preview: Expect to see these functionalities rolled out in Q2.…

  8. Do you interface with BotDoc.io?

    Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.

    1 vote

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  9. MS Dynamics: to show Date Only without time stamp

    to show Date Only without time stamp when a document is created

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  10. When both Order and Contract have been completed set status to Closed in Salesforce

    When both Order and Contract have been completed set status to Closed in Salesforce

    1 vote

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  11. Link a PandaDoc document to a Pipedrive deal via Zapier.

    1 vote

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  12. Customize SalesForce PDF trigger

    Possibility to auto-link PDF to the object you create the document from and other objects linked to the parent one.

    1 vote

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  13. Legal advising software

    Integration with Legal advising software to help with agreements

    1 vote

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  14. Log email reminders to Salesforce

    Templates are setup to send reminder emails to customers. Is it possible to log those email reminders to Salesforce?

    1 vote

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  15. Pull in tax from Zoho as template field

    1 vote

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  16. Kajabi

    Integration with Kajabi

    1 vote

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  17. SCORE CRM

    SCORE CRM

    1 vote

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  18. collect payments with Tickets.com/ProVenue

    collect payments with Tickets.com/ProVenue

    1 vote

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  19. Collect payments with payonlineticket.com

    collect payments with payonlineticket.com

    1 vote

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  20. Scorp CRM

    Scorp CRM

    1 vote

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