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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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758 results found

  1. Map document value to Pipedrive deal value

    Ability to map PD document value to Pipedrive deal value

    6 votes

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  2. Hubspot mobile app

    Ability to use the hubspot mobile app with PandaDoc

    14 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  3. Basecamp

    Native integration with Basecamp https://basecamp.com/

    2 votes

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  4. Google Forms

    Integration with Google Forms

    4 votes

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  5. Payment gateway with EasyPayDirect

    1 vote

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  6. salesforce link

    Be able to automatically link to opportunities all the previously linked documents

    4 votes

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  7. pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce

    pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce

    3 votes

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  8. Send autoreply when the document is completed (Hubspot integration)

    2 votes

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  9. Autotask

    integration with Autotask

    7 votes

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  10. the ability to designate specific templates available to specific objects within Salesforce.

    the ability to designate specific templates available to specific objects within Salesforce.

    3 votes

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  11. Reqiured Hubspot Deal in Document windows

    2 votes

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  12. Ability to edit existing documents through HubSpot

    Ability to edit existing documents through HubSpot integration instead of just PandaDoc.

    6 votes

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  13. AmoCRM

    Integration with AmoCRM,

    5 votes

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  14. The ability to create a workflow which would inform the client who create document from PandaDoc in Hubspot about the comments left in the c

    2 votes

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  15. Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM

    Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Insightly: Pull product data from Insightly to PandaDoc

    The customer is requesting to pull product data from Insightly to PandaDocs as part of the native integration.

    3 votes

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  17. Link to CRM Insightly

    Insightly: update document with the details from CRM.

    3 votes

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  18. Include products in Link to Opportunity - Pipedrive

    Ability to sync updated products from Pipedrive Opportunity to Pricing table when something changes.

    4 votes

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  19. The ability pulling Hubspot contact fields along with the deal fields into a PandaDoc template without using role variables

    7 votes

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  20. Pass files from SalesForce files to PandaDoc

    Pass files from SalesForce attached files to PandaDoc document as attached files

    8 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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