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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1063 results found

  1. Evalon (Fusebox)

    Integration with Evalon (Fusebox).

    1 vote

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  2. Option to Set up trigger for opportunity amount in SF

    Option to Set up trigger for opportunity amount in SF

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  3. Athena health

    The client is requesting the integration with https://www.athenahealth.com/

    1 vote

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  4. move template from production to staging without retagging fields

    Ability to move templates without having to retag the fields

    1 vote

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  5. Zoho CRM Tokens button

    1 vote

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  6. add products to document via Zoom

    1 vote

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  7. Ability to hide PandaDoc module in Copper

    Ability to hide PandaDoc module in Copper

    1 vote

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  8. Pricing Table Mapping for SalesForce Contracts and Contract products

    1 vote

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  9. I would like to be able to have my completed PandaDoc's move to the Atachments section within 'Deals' in the Zoho CRM

    I would like to be able to have my completed PandaDoc's move to the Attachments section within 'Deals' in the Zoho CRM.

    1 vote

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  10. Add default role to PandaDoc package for Microsoft Dynamics with access to the table "PandaDoc Tokens Mapping"

    1 vote

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  11. Pass line items as numbers not array strings to Zapier

    1 vote

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  12. Link more than one document to opportunity while syncing product updates (2-way) from PD to Salesforce

    Client would like to have multiple quotes tie to Salesforce and if there are updates on products, for them to sync (2-way) from PD to SF and back to PD.

    1 vote

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  13. Document creation on the account level

    1 vote

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  14. Sync Pricing Table with Hubspot Deal Amount

    It would be very useful to have synchronized the value of a pricing table (MRR) with the Deal Amount in Hubspot for a better understanding of the weighted forecast / pipeline.
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    1 vote

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  15. Financial Force

    Integration with Financial Force

    1 vote

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  16. Salesforce Marketing Cloud

    Salesforce Marketing Cloud integration

    1 vote

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  17. MD-Staff

    MD-Staff integration

    1 vote

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  18. DoD reader

    to create a digital signature with a DoD reader through PandaDoc

    1 vote

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  19. Split lines on Zapier

    Zapier currently pulls recipient info from pandadoc onto the same line making it impossible to use data from an individual recipient

    1 vote

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  20. Cisco WebEx

    Integration with Cisco WebEx

    1 vote

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