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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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721 results found

  1. Different buttons in Pipedrive aside from create a document

    1 vote

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  2. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. 1 vote

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  4. I'm building up our workspace structure whilst integrating Pandadocs with our internal systems. I have a Webhook working at the top Workspace level but have noticed it isn't triggered at the child workspace level.

    I've looked at the integrations for the child workspaces and there are no webhook entries. I've viewed the parent webhook, and there's no option to share this across workspaces.

    Is it possible to have a webhook triggered across our entire account? Or would I need to setup a webhook for every single workspace?

    1 vote

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  5. Pull in info via tokens with Active Campaign integration

    11 votes

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  6. Option to have Quickbooks as Intergation.

    Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Rich text roadmap for salesforce integration.

    3 votes

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  8. if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.

    The client wants to disable this feature.

    https://pandadoc.zendesk.com/agent/tickets/405263

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. The formula variable is missing from the list of variables available on PandaDoc, to populate from monday.com to PandaDoc, to just populate the final output number of the formula.

    4 votes

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  10. Option to link documents from PandaDoc to Active campaign

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. integrate with Pabbly Connect

    17 votes

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  12. Would like the ability to create a list via HubSpot contacts and use the status option from PandaDoc to build contact lists based on their document status.

    2 votes

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  13. 4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. 4 votes

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

    3 votes

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  16. To have the option to directly manage integrations via Integrately.

    5 votes

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

    2 votes

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  18. 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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  19. 4 votes

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  20. 3 votes

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