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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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627 results found

  1. Attach completed PDF to Leadconnector CRM via Zapier

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. Salesforce: Rich text roadmap

    Rich text roadmap for salesforce integration.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Twilio and Zuper

    It would be nice to have Zuper and Twilio integration with PandaDoc

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. 2 way sync with Active Campaign

    Option to link documents from PandaDoc to Active campaign

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Monday.com formula columns

    46 votes

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    7 comments  ·  Integrations  ·  Admin →
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  6. Pabbly Connect

    integrate with Pabbly Connect

    17 votes

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    7 comments  ·  Integrations  ·  Admin →
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  7. Once a document is signed, the completed copy is uploaded to pre-defined Google Drive folder

    4 votes

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    2 comments  ·  Integrations  ·  Admin →
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  8. Notion

    Notion integration

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Salesforce: Manually change document status within Salesforce

    Manually change document status in Salesforce Integration to decline contracts as necessary

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Manage integrations via Integrately

    To have the option to directly manage integrations via Integrately.

    5 votes

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  11. Created by in salesforce should be the document creator

    when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Organization Variables for Zendesk

    Have variables set up at the Organization level, not just the User and ticket level.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Add Tax field to Zapier 'Create Document in PandaDoc' action

    The 'Create Document in PandaDoc' action in Zapier doesn't include the Tax field in the pricing table section.

    This means we can't include tax on our quotes.

    It includes all the other important fields, so it would be great if this one could be added.

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Pull and set expiration date via CRM (e.g. SFDC)

    4 votes

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  15. Send documents to slack channels

    Proposals to Slack

    3 votes

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  16. Webhook Payload should include reason for Declined Document

    Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. Connect two separate CRM accounts to one PandaDoc workspace.

    Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.

    7 votes

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    2 comments  ·  Integrations  ·  Admin →
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  18. Exact.com

    Integration with Exact.com

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Show Workspace ID in document details endpoint

    Show workspace ID to the response of Get document details call

    2 votes

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  20. Use Canva Brand Kit

    I would love to use Canva's Brand Kit when using Canva in PandaDoc.

    3 votes

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