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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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941 results found

  1. New integration: Clover Payment gateway

    9 votes

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  2. way to control, limit, or identify when a webhook is being sent for a test document vs a production one

    9 votes

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  3. 9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Podio CRM integration

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Ability to connect with Bill.Com

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. pull the value to variables with Zapier

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. having contact's variables in variable list in the Opportunity in Salesforce

    9 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  8. Integration with Smartsheet

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Ability to disable the auto-populations of recipients in SFDC

    9 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  10. Ability to pull created in PandaDoc contacts to Pipedrive

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Refund option via PandaDoc.

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Customer would like to have the ability to pass data from a completed document field signed by their clients to Monday.com

    8 votes

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  14. Import contacts in PandaDoc using Zapier (across all workspaces)

    8 votes

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  15. The integration still doesn’t show the Amex logo

    8 votes

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  16. Auto-populate the template role with the contact information from monday.com upon document creation

    8 votes

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  17. I want to set up a zap based on a trigger which include multiple templates

    so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones

    8 votes

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  18. 8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)

    8 votes

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  20. Client would like direct integration with freshworks

    8 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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