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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1114 results found

  1. Ability to link a document to the HubSpot profile, as well as the deal

    2 votes

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  2. I want to integrate PandaDoc to ActiveCampiagn. But I have facing problem in migrating files from PandaDoc to AC. I'd like to export files that are on the contact record.

    2 votes

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  3. We previously used the integration with Stripe to collect payment methods with contracts, and now that that integration isn't available with Chargify/Maxio - we have to chase down people and add an extra step to get their method

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Ability to keep the template currency when importing products from Pipedrive.

    1 vote

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  5. HubSpot two-way sync: add the document link we generate to an email on HubSpot

    1 vote

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  6. Display documents in related HubSpot objects.

    1 vote

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  7. The Nutshell integration to be made available for accounts in the EU server.

    1 vote

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  8. 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.

    26 votes

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  9. 4 votes

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  10. Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)

    2 votes

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  11. create a document in PandaDoc via PDF upload

    2 votes

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  12. 1 vote

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  13. 1 vote

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  14. change the HubSpot deal status when the document is approved

    2 votes

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  15. pass Pipedrive product image to PD pricing table similar to PD catalog

    7 votes

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  16. Native integration with Survey Monkey or apps for quizzes.

    1 vote

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  17. conditional variables from CRM

    1 vote

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  18. Ability to connect Authorize.net sandbox environment.

    1 vote

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  19. remove/turn off the "most recently used" templates option in Pipedrive

    2 votes

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  20. connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement

    1 vote

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