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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1028 results found

  1. We would like to have Dolibarr Integration with PandaDoc.

    1 vote

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  2. Ability to pull the entire set of choices under the dropdown field and not only the selected one via "GET template/document details" request.

    1 vote

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  3. a native bitly integration

    1 vote

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  4. 1 vote

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  5. Integration with Credible

    1 vote

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  6. 1 vote

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  7. 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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  8. 1 vote

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  9. Embed a Document View Session will work with react

    1 vote

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  10. Integration with Humi

    1 vote

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  11. 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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  12. 1 vote

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    Hey Panda,

    Good news — we did it! 🎯


    We’ve just launched early access for our brand new PandaDoc + Pipedrive setup, including CPQ and Sync Rules! 🛠️


    👉 Watch the quick demo:

    https://www.loom.com/share/7510ac4b38df436aa30fe68b29112a68


    If you want to join the early access group, just reply to this email with your availability/timezone and organization name/email.


    I’ll enable the test and we’ll schedule a quick session to explore it and gather your feedback.


    You can also grab a slot on my calendar here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    But heads-up: it’s filling up fast (thanks to the Pipedrive buzz!). If you don’t see a time that works, no stress, reply with your availability/timezone and organization name/email, and I’ll handle the rest.


    ⚠️ If you don’t see the sync rules icon under templates, that’s totally normal; it just means the feature isn’t enabled yet. I’ll activate it once we connect.


    Thanks for being awesome,

    Alex from PandaDoc 🐼

  13. 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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  14. 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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  15. When both Order and Contract have been completed set status to Closed in Salesforce

    1 vote

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  16. 1 vote

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  17. 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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  18. Integration with Legal advising software to help with agreements

    1 vote

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  19. 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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  20. 1 vote

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