Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. an option to use a custom field with data merge in Hubspot

    9 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  2. Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    9 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  3. 9 votes

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  4. Pass information from documents to Hubspot

    9 votes

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  5. Save recipient's ACH payment details for future payments

    9 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  6. Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce

    9 votes

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  7. The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.

    9 votes

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  8. 9 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  9. Ability to Bulk Send while within Salesforce

    9 votes

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  10. 9 votes

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  11. Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc

    9 votes

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  12. pull the Salesforce lie items in the same order they are in SF

    8 votes

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  13. Customers would like to have ability to integrate with their HR tools like Greenhouse

    8 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  14. Client would like direct integration with freshworks

    8 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →

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  15. Choose the PandaDoc template automatically based on salesforce field value or salesforce product

    8 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  16. Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.

    8 votes

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  17. 8 votes

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  18. manually link a document to contacts in hubspot

    8 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →

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  19. 8 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  20. pull the information that client selected with multiple choice with Zapier

    8 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →

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