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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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748 results found

  1. 2 votes

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  2. Ability to integrate Zoho flow

    2 votes

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

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

    1 vote

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  4. Integration with Gravity Forms

    2 votes

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  5. 1 vote

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  6. I would love to have PandaDoc integrated with Quick-base/YSL where we upload all our docs so they can be uploaded automatically instead of sitting and downloading and uploading many docs each day. it would save tons of time and is much more 2023 style

    1 vote

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  7. Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table

    1 vote

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  8. Ability to pass clickable URLs from Salesforce fields into PandaDoc fields

    3 votes

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  9. Show the documents of the workspace the user belongs to only (for now we show documents across the whole organization - even from workspaces the user doesn't blong to).

    1 vote

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  10. pulling rich text field from Hubspot to PandaDoc

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. Integration with Hubdoc

    1 vote

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  12. At this point, recipients can't be removed when creating document via Hubspot on iPad. Add the option to remove them for the user.

    1 vote

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  13. Option to have webhook event for the expired link (if the document link expires)

    3 votes

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  14. If the document is created from Quote and Potential customer is set to account, primary contact information of the account should be passed as recipient (rather than account information itself).

    1 vote

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  15. iFrame contents could be something like "You must be logged in to view this contents" instead of the gray screen saying "app refused to connect"

    1 vote

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  16. 2 votes

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  17. 1 vote

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  18. change the color of the download button for the documents created via API

    1 vote

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  19. We need either a mail merge functionality or integration with Revinate so PandaDoc can automatically pull client details into our templates.

    1 vote

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