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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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141 results found

  1. Link to CRM: Include and pull products / pricing table line items from CRM

    Include products/pricing table in link-to-CRM / Import from CRM button

    23 votes

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    4 comments  ·  Integrations  ·  Admin →

  2. [Pipedrive] map document status with Deal status

    Trigger Completed Document connected to Pipedrive deal to automatically change to Won status

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
    Released  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    🎉 New Pipedrive Integration is Live!

    We’ve just rolled out the updated PandaDoc integration for Pipedrive!

    You’ll now see:

    • A brand-new UI directly inside Pipedrive
    • Support for CPQ
    • Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)


    If something doesn’t work right away:

    Please disconnect and reconnect the integration to refresh everything:

    1. In PandaDoc, disconnect Pipedrive
    2. In Pipedrive, uninstall the PandaDoc app
    3. Reinstall it for all users and re-authenticate

    Thanks for your patience and support — we’re excited for you to try it out! 🚀

  3. Ability to Search HubSpot deals to link to

    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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    2 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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


  4. Salesforce CPQ

    Integration similar to Salesforce but for Salesforce CPQ

    50 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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.

  5. Monday.com integration

    10 votes

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    0 comments  ·  Integrations  ·  Admin →

  6. [Hubspot] Pass custom product properties from Hubspot to PD pricing table

    34 votes

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    0 comments  ·  Integrations  ·  Admin →

  7. Netsuite

    Integration with NetSuite

    40 votes

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    3 comments  ·  Integrations  ·  Admin →

  8. PD and SF sync

    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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    0 comments  ·  Integrations  ·  Admin →

  9. Active Campaign integration

    25 votes

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    2 comments  ·  Integrations  ·  Admin →

  10. Pass discounts from HubSpot in percentage

    7 votes

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    0 comments  ·  Integrations  ·  Admin →

  11. Two-way sync of PandaDoc Doc Status and HubSpot Deal Stage

    Two-way sync of Doc Status and HubSpot Deal Stage

    23 votes

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    2 comments  ·  Integrations  ·  Admin →

  12. signing order in API call

    Set signing order in API call (for documents created from PDFs).

    12 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →

  13. Pass field value from PandaDoc to Hubspot deal

    34 votes

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    3 comments  ·  Integrations  ·  Admin →

  14. Pass currency formats from Salesforce

    When you pass a price, it's format should be passed too

    27 votes

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    4 comments  ·  Integrations  ·  Admin →

  15. Integration with Microsoft Teams

    12 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  16. Upload Images Editor 2.0 API

    Have ability to upload images using Editor 2.0 API

    5 votes

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    0 comments  ·  Integrations  ·  Admin →

  17. HubSpot: Token Information to Populate in Fields and Editable by Signers

    Would like for there to be a way for their signers to edit their information that populates through HubSpot Tokens. The client explained that the information is not always accurate and up to date, so this would allow signers to make quick changes to reflect validity on their signed Documents.

    3 votes

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    1 comment  ·  Integrations  ·  Admin →

  18. PipeDrive: Automatically attached signed proposal to a deal

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  19. Salesforce sync - refresh document data (tokens from contcts, product list, etc)

    Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc

    25 votes

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    4 comments  ·  Integrations  ·  Admin →

  20. Dynamic Content with Salesforce

    The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.

    10 votes

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    0 comments  ·  Integrations  ·  Admin →
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