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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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999 results found

  1. Xero

    Native Xero integration

    142 votes
    10 comments  ·  Integrations  ·  Admin →
    How important is this to you?
    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  2. Quickbooks Desktop

    Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    80 votes
    12 comments  ·  Integrations  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. Close.io

    Integration with Close.io

    79 votes
    13 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  4. 2 way sync with Monday

    2 way sync with Monday

    66 votes
    7 comments  ·  Integrations  ·  Admin →
    How important is this to you?
    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.


    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.


    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

  5. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

    Salesforce Rich Text Fields format copying

    I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!

    59 votes
    10 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  6. Monday.com formula columns

    50 votes
    9 comments  ·  Integrations  ·  Admin →
    How important is this to you?
    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.


    We're aware of some existing limitations and are currently developing solutions to address these issues.

    Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

    https://calendar.app.google/pHa6Xud82oexdoyv6


    During our discussion, we can explore these proposed solutions and gather your feedback.


    Looking forward to your input and working together to enhance your experience with our integration.

    Thanks, Alex.

  7. Pass document public URL via Zapier

    Being able to pass a document public link from PandaDoc via Zapier even if the document was not sent

    47 votes
    10 comments  ·  Integrations  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  8. Two way sync with Pipedrive

    Option for Pipedrive 2 way sync

    46 votes
    7 comments  ·  Integrations  ·  Admin →
    How important is this to you?
    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.…

  9. 2 way sync Zoho

    2 way sync with Zoho CRM

    43 votes
    5 comments  ·  Integrations  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  10. Salesforce Mobile App Capability

    Be able to use the Salesforce integration using mobile apps.

    42 votes
    4 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  11. GoCardless

    Integration with Payment Gateway GoCardless

    42 votes
    4 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  12. Switch Workspaces in Salesforce

    Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    34 votes
    3 comments  ·  Integrations  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  13. Pass product description from Pipedrive to PandaDoc pricing table

    Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    32 votes
    4 comments  ·  Integrations  ·  Admin →
    How important is this to you?
    Being Evaluated  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi 👋,

    I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.


    I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.


    We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.


    Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6


    Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.


    Thanks so much, Alex

    Product Manager – Integration Ecosystem

    PandaDoc

  14. Slack Channels - Receive Pandadoc Notifications.

    Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.

    31 votes
    3 comments  ·  Integrations  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  15. Multiple Stripe accounts per workspace

    31 votes
    Idea  ·  4 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  16. Salesforce, link PandaDocs to a custom Salesforce object

    Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    31 votes
    3 comments  ·  Integrations  ·  Admin →
    How important is this to you?
    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.


    Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.


    Please feel free to schedule a time with me here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Looking forward to our conversation!

    Thanks, Alex

  17. Tokens cross-object population for Salesforce

    Tokens cross-object population for Salesforce.

    30 votes
    Idea  ·  1 comment  ·  Integrations  ·  Admin →
    How important is this to you?

  18. Ability to integrate PandaDoc with monday.com desktop app

    29 votes
    2 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  19. Airtable

    PandaDoc Integration with Airtable

    28 votes
    Idea  ·  2 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  20. Stripe + Plaid

    Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    27 votes
    Idea  ·  10 comments  ·  Integrations  ·  Admin →
    How important is this to you?
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