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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1114 results found

  1. 3 votes

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  2. Ability to pull created in PandaDoc contacts to Pipedrive

    9 votes

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  3. Ability signature too for applications or forms that are not in panda.

    1 vote

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  4. PandaDoc integration with Lever (HR Recruiting software/CRM)

    12 votes

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  5. Be able to use the Salesforce integration using mobile apps.

    33 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  6. Shared a workaround with client, but Inga's team sometimes still chooses to upload files via the HubSpot. When they do this, it auto cc's everyone on the deal (sometimes up to 100 people). If rep isn't paying attention, they send to all those people. Would prefer no one is auto cc'd and they have to assign recipients.

    2 votes

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  7. Attach a file to the created PandaDoc document via Zapier.
    Example: step 1 - some system creates document (invoice) and step 2 - the document is being created in PandaDoc and the first document is being added as an attachment.

    2 votes

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  8. Integration with Suite CRM

    10 votes

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  9. Pull user email address from Contact object in MS Dynamics

    3 votes

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  10. Make custom fields in Freshsales visible as PandaDoc tokens.

    3 votes

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  11. integrate with AccuLynx

    1 vote

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  12. Fattmerchant Payment integration

    2 votes

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  13. Native Qualtrics Integration

    2 votes

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  14. Adyen integration

    1 vote

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  15. Numerical field in Pipedrive can display float values (e.g 10.5), but PandaDoc does not recognize floats, only integer values.

    The customer would like to be able to use float numbers to pass them to PandaDoc variables

    2 votes

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  16. integration with workable

    3 votes

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  17. 2 votes

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  18. 3 votes

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  19. We are currently integrated with 1 hub, but recently opened a new hub on the same account.. currently the integration seems to only be allowing for 1 connection to 1 hub; hope it allows us to access the other hub within the same workspace at the same time.

    3 votes

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  20. Integration with Capsule CRM

    8 votes

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