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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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721 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.

    3 votes

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  2. Conditional placeholder value based on CRM value

    Conditional placeholder value based on CRM value
    - customize placeholder value based on a condition value from CRM

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. General HR feedback (explain your HR problem here)

    Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.

    [This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]

    2 votes

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  4. GloFox

    Integrate or Sync with GloFox

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  5. Adobe PDF

    Option to have an integration with Adobe PDF (similar to MS Word add-in)

    2 votes

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  6. Option to exclude certain templates from the “Change Opportunity Status” Trigger

    2 votes

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  7. Link PandaDoc documents to Zendesk Sell

    5 votes

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    2 comments  ·  Integrations  ·  Admin →
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  8. 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

    3 votes

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  9. 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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  10. add a signature date to the HubSpot deal once the document is signed via Automations

    add a signature date to the HubSpot deal once the document is signed via Automations

    https://pandadoc.zendesk.com/agent/tickets/517607

    2 votes

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  11. Ability to convert signed contract into QuickBooks using HubSpot

    Ability to convert signed contract into QuickBooks using HubSpot

    2 votes

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  12. Export docusign to Pandadoc

    Have a way to upload exported data from Docusign to PandaDoc.

    4 votes

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  13. Salesforce trigger: update custom object stage

    Option to use Salesforce trigger to update custom object status when PandaDoc status is updated

    3 votes

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  14. SmartSuite

    SmartSuite integration.

    3 votes

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

    2 votes

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  16. Zoho Flow

    Ability to integrate Zoho flow

    2 votes

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  17. MS Dynamics Formula Field

    • Will allow the user to Add Formula Field. tp full info or value from MS Dynamics
    2 votes

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  18. Ability to enable silent flag in Zoho (Notifications)

    Ability to enable silent flag in Zoho (Notifications)

    1 vote

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  19. Gravity Forms

    Integration with Gravity Forms

    2 votes

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  20. Pipedrive: ability to turn off the file sync upon document completion

    1 vote

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