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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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640 results found

  1. 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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  2. We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.

    3 votes

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

    3 votes

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  4. 7 votes

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  5. 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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  6. 5 votes

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  7. 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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  8. Native integration with Copper

    4 votes

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  9. Ability to attach PDFs via Zapier

    6 votes

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  10. 1 vote

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  11. Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

    4 votes

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  12. Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

    1 vote

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  13. sync pandadoc and zendesk sell contacts

    5 votes

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  14. Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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  15. integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    3 votes

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  16. 2 votes

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  17. 1 vote

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  18. The option to unlink and relink documents from all the SF objects.

    1 vote

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  19. 4 votes

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  20. Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.

    2 votes

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