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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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982 results found

  1. 1 vote

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  2. 1 vote

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  3. Allow PandaDoc deals from Hubspot to transfer to Zoho

    1 vote

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

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  4. to be able to use dropdowns as tokens in hubspot integration

    5 votes

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  5. The actual question we have is if it's possible to generate a link to a document in the draft status, allowing the user to send that link directly to a recipient for e-signature instead of having the document sent through PandaDoc app.

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. 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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  9. Would like the Ability to pump some Quote ID's and Opportunity ID's from Salesforce for PD send to Stripe. The goal is to use Salesforce to send out a deposit request through PD and take payment using stripe, and at the same time ensure we are able to track the id’s so we can set up automations with the CRM.

    2 votes

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  10. 1 vote

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  11. 1 vote

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

    1 vote

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  14. Integrate with Cloze CRM to automatically generate contracts

    1 vote

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  15. 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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  16. The integration still doesn’t show the Amex logo

    7 votes

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  17. pulling rich text field from Hubspot to PandaDoc

    5 votes

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  18. Ability to pass variables to a pricing table on a template when creating a document using Zapier.

    1 vote

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  19. 1 vote

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