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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1072 results found

  1. Generate link for draft document

    The actual question we have is if it's possible to generate a link to a document in the draft status, allowing the user to send that link directly to a recipient for e-signature instead of having the document sent through PandaDoc app.

    4 votes

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  2. Hibob HR Software

    Hibob HR Software integration

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. Automate the creation of the products in the pandadoc product catalog via Make/Integromat

    1 vote

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  4. Zoho: pass the taxes in flat amount if using Quote builder

    1 vote

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  5. Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    https://pandadoc.zendesk.com/agent/tickets/507683

    1 vote

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  6. Be able to add "Collect files" field with the help of field tags

    1 vote

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  7. RouteOne

    We use RouteOne for our purchase processes - purchasing & financing for our dealerships. Things would be more efficient if PandaDoc integrated with the system.

    1 vote

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  8. DealerTrack

    We need PandaDoc to integrate with DealerTrack which we use to connect dealers with lenders.

    1 vote

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  9. Cloze CRM

    Integrate with Cloze CRM to automatically generate contracts

    1 vote

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  10. Prevent deactivated products in Pipedrive from being populated to the PandaDoc document

    deactivated products in Pipedrive are not populated to the PandaDoc document

    https://pandadoc.zendesk.com/agent/tickets/503711

    4 votes

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  11. Ability to pass variables to a pricing table on a template when creating a document using Zapier.

    Ability to pass variables to a pricing table on a template when creating a document using Zapier.

    3 votes

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  12. PandaDoc to Bullhorn CRM

    1 vote

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  13. Gastronovi

    Integration with Gastronovi

    1 vote

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  14. [Salesforce] sync document activity with the Activity in Salesforce

    3 votes

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  15. Import / Update contacts in PandaDoc using Zapier (across all workspaces)

    Import contacts in PandaDoc using Zapier (across all workspaces)

    9 votes

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  16. Zoho Flow

    Ability to integrate Zoho flow

    2 votes

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  17. Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.

    Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.

    1 vote

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  18. attach a document from one deal to another in Pipedrive

    attach a document from one deal to another in Pipedrive

    1 vote

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  19. Discord

    Integration with Discord

    1 vote

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  20. Make.com

    make.com integration

    11 votes

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    3 comments  ·  Integrations  ·  Admin →
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