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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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610 results found

  1. Make.com

    make.com integration

    11 votes

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    3 comments  ·  Integrations  ·  Admin →
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  2. ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign

    Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. [Integration]: Go High Level CRM

    Add the CRM Go High Level to PandaDoc

    11 votes

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    3 comments  ·  Integrations  ·  Admin →
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  4. 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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    0 comments  ·  Integrations  ·  Admin →
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  5. Ability to save bundled documents separately within Salesforce

    Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. Hibob HR Software

    Hibob HR Software integration

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Google Calendar

    Ability to integrate with Google Calendar to use automation like sending documents.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Salesforce Contact role additional Fields mapping

    Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. add products from Pipedrive to catalog automatically (sync)

    add products from Pipedrive to catalog automatically

    https://pandadoc.zendesk.com/agent/tickets/522217

    5 votes

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  10. ChargeBee

    Integration with ChargeBee

    12 votes

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    2 comments  ·  Integrations  ·  Admin →
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  11. PayPro/Przelewy24

    If you're looking seriously at the Polish market it would be a great idea to integrate with PayPro/Przelewy24 as a payment gateway.

    It's an online payment system everybody here uses and loves. Especially the BLIK functionality. Very convenient.

    The integration should be simple enough.

    5 votes

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    3 comments  ·  Integrations  ·  Admin →
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  12. GoHighLevel CRM

    GoHighLevel CRM

    14 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Ability to integrate PandaDoc with monday.com desktop app

    29 votes

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    2 comments  ·  Integrations  ·  Admin →
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  14. Calendly

    ability to integrate Calendly

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. PaySimple

    Ability to integrate with PaySimple as payment gateway

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. 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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    0 comments  ·  Integrations  ·  Admin →
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  17. filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. Salesforce: product description mapping

    Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. limit document creation to be only created from CRM at the template level

    limit document creation to be only created from the CRM at the template level
    This will assist with adoption and further implementing best practices.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Dynamics 365 Business Central

    Integration with Dynamics 365 Business Central

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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