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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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741 results found

  1. The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).

    22 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  2. 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.

    24 votes

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

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. make.com integration

    9 votes

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  5. When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)

    9 votes

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  6. 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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  7. Import contacts in PandaDoc using Zapier (across all workspaces)

    8 votes

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  8. Hibob HR Software integration

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Add the CRM Go High Level to PandaDoc

    6 votes

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  10. Add Webhooks for Templates, following the existing pattern for Documents.
    Events:
    Create
    Update | following version history
    Delete
    Usage

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.

    7 votes

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

    4 votes

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  13. 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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  14. Our current implementation does not allow us to list subitem columns on the parent item variable list. Would like to be able to have them available as tokens.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. 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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  16. ability to integrate Calendly

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. 3 votes

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  18. Integration with Dynamics 365 Business Central

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. GoHighLevel CRM

    10 votes

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  20. 21 votes

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