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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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640 results found

  1. Insightly: update document with the details from CRM.

    3 votes

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  2. Ability to sync updated products from Pipedrive Opportunity to Pricing table when something changes.

    4 votes

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  3. Link documents to Zoho CRM from PandaDoc side

    14 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  4. Pass files from SalesForce attached files to PandaDoc document as attached files

    8 votes

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  5. 1 vote

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  6. PandaDoc does not have any integrated Payment gateways that can be used in South Africa.

    2 votes

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  7. Make a "if-condition" for the tokens-variables from Pipedrive.
    An example would be:
    If [Deal.ContactPerson.Email] is Empty then some condition comes.

    1 vote

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  8. I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
    For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.

    2 votes

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  9. 8 votes

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  10. Use a field in SFDC ( Template ID for example ) to specify which template should be automatically used in SDFC integration.

    This should skip template select phase and go right to recipient role mapping

    3 votes

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  11. Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.

    11 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  12. Integration with InfusionSoft / Keap

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. 5 votes

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  14. WaveApps to create and send invoices for integration

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  15. Additional Copper Variables to be put in a PandaDoc template.

    7 votes

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  16. 1 vote

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  17. Ability to pass custom product fields from Salesforce as currency.

    5 votes

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  18. 2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. paperform native integration: pull data from new submission to the doc

    1 vote

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  20. Zoho invoice integration.

    4 votes

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