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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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1115 results found

  1. Ability to pass recipient job title via salesforce to a template role

    2 votes

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  2. 2 votes

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    • Will allow the user to pull specific items in SFDC in hide or either the entire list of line items pull in from salesforce, or none
    1 vote

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  3. Change invoice billing currency ( Recurly )

    2 votes

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  4. Option to see all users' notifications from all workspaces within MS Teams

    1 vote

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

    8 votes

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  6. Google Workspace add-on for EU server customers

    1 vote

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  7. Option to connect Excel table with Pandadoc and have it changed as soon as something is changed in Excel

    2 votes

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  8. 2 votes

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  9. Option to create document attachments via Make.com

    1 vote

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  10. Integrate with Lexoffice

    1 vote

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  11. Native Integration with noCRM.io

    1 vote

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  12. 2 votes

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  13. Hibob HR Software integration

    5 votes

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

    6 votes

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  15. Ability to integrate with Trainual

    1 vote

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  16. Have the ability to get a report of all documents created in PandaDoc showing the associated Hubspot deal that those documents are created from

    3 votes

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  17. 1 vote

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  18. 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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  19. Ability to send Salesforce related files as PandaDoc documents.

    1 vote

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