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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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86 results found

  1. change document owner in API.

    5 votes

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  2. Ability to create a document via the API with a docx file type instead of a PDF file type.

    4 votes

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  3. Link a document to an existing CRM record so document is displayed within CRM document list.

    41 votes

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  4. Include products/pricing table in link-to-CRM / Import from CRM button

    23 votes

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  5. Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.

    16 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    Please kindly be advised that the feature allowing to search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  6. Integration similar to Salesforce but for Salesforce CPQ

    50 votes

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    Hi,
    Thank you for taking the time to leave your request. We have great news – PandaDoc for Salesforce CPQ is now available on Salesforce AppExchange. With this integration you can:

    • Create stunning customizable quotes easily
    • Collect legally binding signatures
    • Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.

    For more information, visit PandaDoc for Salesforce CPQ on AppExchange.

  7. 10 votes

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  8. 34 votes

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  9. Integration with NetSuite

    40 votes

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  10. 25 votes

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  11. Two-way sync of Doc Status and HubSpot Deal Stage

    23 votes

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  12. Set signing order in API call (for documents created from PDFs).

    12 votes

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  13. When you pass a price, it's format should be passed too

    27 votes

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  14. 12 votes

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  15. Have ability to upload images using Editor 2.0 API

    5 votes

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  16. 1 vote

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  17. get the Document ​completion date via Public API

    1 vote

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  18. Multiple sections in pricing tables Ev2 (API).

    3 votes

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  19. Integrations: Support custom product fields in Pipedrive

    1 vote

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  20. Make API-Key available for EV2 and EV1/EV2 workspaces

    23 votes

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