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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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629 results found

  1. 2 way sync for Close

    2 way sync for Close

    3 votes

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  2. Autoassigning recipients to roles in CRM integrations

    2 votes

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  3. Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table

    Pricing Table: Predefined tokens (#2 need)
    Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

    2 votes

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  4. Document forwarding

    CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

    2 votes

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  5. Images passed from Salesforce to pricing tables

    9 votes

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  6. Bind PD documents to be seen on the Microsoft Dynamics 365 forms

    Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.

    3 votes

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  7. add product Tax on the Deal Products in pipedrive

    ability to add product Tax on the Deal Products level in PD template

    4 votes

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  8. pull products(related object) of a custom object in Salesforce to the pricing table

    3 votes

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  9. Dynamic fields when pulled from Salesforce

    Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.

    7 votes

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  10. Pipedrive. Ability to pull deal duration to pricing tables

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. 2-way synchronization with Copper

    2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    5 votes

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  12. Support Worldpay payment gateway

    so we use world pay
    we cant link that to your app

    2 votes

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  13. [Pipedrive] The ability to connect the products in pipedrive with pandadoc cataloge products

    6 votes

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  14. Attach PDFs to Accounts in Salesforce When Creating From Opp

    When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  15. Deal owner not included as CC

    The option to not include Deal owner as CC recipient if creating document from Pipedrive.

    3 votes

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  16. update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

    update and  lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

    3 votes

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  17. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col

    Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

    2 votes

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  18. Copper

    Native integration with Copper

    4 votes

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  19. Zapier: Ability to attach PDFs

    Ability to attach PDFs via Zapier

    6 votes

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  20. Storing CC infom

    1 vote

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