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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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624 results found

  1. Ability to pull information about products from salesforce to a document as variables/tokens

    1 vote

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  2. Product Description in CRMs

    Pricing table: the option not to pull the product description while it still stays in the CRM.

    2 votes

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  3. Remove Salesforce document drafts

    Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

    2 votes

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  4. Global settings: Install Pipedrive for the whole organization

    1 vote

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  5. [Google Sheets] Pass token data

    Ability to easily pass token data to Google Sheets or email after the document is completed

    3 votes

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  6. Zero CRM

    Zero CRM Integration

    1 vote

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  7. EV2. MS Dynamics - Ability to update document info for EV2 documents/.

    2 votes

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  8. Zapier. Ability to update SF opp amount and products when a pricing in PD changes

    1 vote

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  9. Freshsales Form

    Integration with Freshsales Form.

    1 vote

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  10. Pull information across different record types

    2 votes

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  11. Ability to push Price Lines from XRM as Base vs Optional

    Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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  12. SFDC. If a lead is converted to an opportunity link all documents in this lead to the new opportunity also.

    1 vote

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  13. Pass product code automatically from Pipedrive

    1 vote

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  14. write back document status in a list view in dynamics

    write back document status in a list view in dynamics

    1 vote

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  15. Ability to download a receipt as a separate document (PDF)

    2 votes

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  16. JSON Payload Update for EV2 with Salesforce

    Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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  17. Copper Sync - Refresh Document

    Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

    2 votes

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  18. Payment Gateway - Alipay

    2 votes

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  19. Loxo CRM

    Integration with Loxo CRM

    1 vote

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  20. PipeDrive. Ability to connect multiple PD workspaces to a PipeDrive account

    1 vote

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