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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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721 results found

  1. Ability to create a document from a template in Salesforce from a direct link

    • will allow a user to click Button URl to create a document.
    1 vote

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  2. Automate the creation of the products in the pandadoc product catalog via Make/Integromat

    1 vote

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  3. Zoho: pass the taxes in flat amount if using Quote builder

    1 vote

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  4. Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    https://pandadoc.zendesk.com/agent/tickets/507683

    1 vote

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  5. Be able to add "Collect files" field with the help of field tags

    1 vote

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  6. [HubSpot] send document notifications

    1 vote

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  7. RouteOne

    We use RouteOne for our purchase processes - purchasing & financing for our dealerships. Things would be more efficient if PandaDoc integrated with the system.

    1 vote

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  8. DealerTrack

    We need PandaDoc to integrate with DealerTrack which we use to connect dealers with lenders.

    1 vote

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  9. Cloze CRM

    Integrate with Cloze CRM to automatically generate contracts

    1 vote

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  10. Automatically reattach the signed docs to leads profiles when switching to a different CRM

    PandaDoc to automatically reattach the signed documents to the leads profiles upon switching to a different CRM. (for example: there are documents attached to the Hubspot leads, and those attachments are to be automatically transferred to the respective leads in the new CRM, for instance, Salesforce.)

    1 vote

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  11. AMEX logo for Authorize net

    The integration still doesn’t show the Amex logo

    7 votes

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  12. PandaDoc to Bullhorn CRM

    1 vote

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  13. Gastronovi

    Integration with Gastronovi

    1 vote

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  14. The ability to access the status of each contract in Hubspot

    access the status of each contract in Hubspot

    1 vote

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  15. Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.

    Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.

    1 vote

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  16. attach a document from one deal to another in Pipedrive

    attach a document from one deal to another in Pipedrive

    1 vote

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  17. Discord

    Integration with Discord

    1 vote

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  18. Salesforce (Decision) auto upload on document completions

    Salesforce (Decision) auto upload on document completions

    1 vote

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  19. [Integration feature] Map items from Quickbooks to Pricing table and Advanced Quotes

    • Will allow the user to pass / sync items from quickbooks to PD pricing table / Advanced quotess
    1 vote

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  20. The ability to enable both Sandbox and Production SF within one workspace

    1 vote

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