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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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129 results found

  1. Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process

    5 votes

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  2. SugarCRM updated to version 10.3 and no longer integrates with PandaDoc

    4 votes

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  3. Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    24 votes

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  4. We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.

    https://www.loom.com/share/b89eb97dc0f34eedaebb2f51bb0867c8

    1 vote

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  5. Ability to link non-draft documents to CRM records.

    56 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 link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  6. Pushing SKU from Hubspot to PandaDoc.

    30 votes

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  7. Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce

    16 votes

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  8. pass variables/a variable to the document name through zapier

    3 votes

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    Released  ·  2 comments  ·  Integrations  ·  Admin →
  9. change document owner in API.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
  10. 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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  11. Link a document to an existing CRM record so document is displayed within CRM document list.

    41 votes

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    Released  ·  3 comments  ·  Integrations  ·  Admin →
  12. Include products/pricing table in link-to-CRM / Import from CRM button

    23 votes

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  13. 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


  14. 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.

  15. 10 votes

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  16. 34 votes

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  17. Integration with NetSuite

    40 votes

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  18. sync the opportunity currency from SF and change the proposal currency in pandadoc and sync a custom field for the cost element from SF to PD.

    1 vote

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  19. 25 votes

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  20. 7 votes

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