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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1068 results found

  1. Create documents through Pipedirve on the PD mobile app.

    PanadaDoc App - PipeDrive App Integration.

    10 votes

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  2. upload document on version 2 within SalesForce

    upload document on version 2 within SalesForce

    <they need the "Upload" option to be available in "Create a new document" window within SalesForce on version 2 (not only one) >

    1 vote

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  3. Zendesk Support Account Tokens

    Ability to pull account data from ZD support to PandaDoc.

    1 vote

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  4. Conditional Logic in creating documents in Salesforce

    11 votes

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  5. AutoSelect template based on SFDC field

    Use a field in SFDC ( Template ID for example ) to specify which template should be automatically used in SDFC integration.

    This should skip template select phase and go right to recipient role mapping

    2 votes

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  6. Expand Hubspot iFrame Window

    Ability to expand the iFrame window that pops up when creating a document within Hubspot

    6 votes

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  7. Zoho PandaDoc Documents Section

    Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

    4 votes

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  8. [zoho] [hubspot] Ability to pull images from CRM to pricing table.

    9 votes

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  9. Pass checkbox fields from Pipedrive into PandaDoc

    Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.

    3 votes

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  10. Refund option via PandaDoc

    Refund option via PandaDoc.

    8 votes

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  11. Ability to link a Completed document to a Salesforce Opportunity in Editor 2.0

    3 votes

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  12. Ability to link PD documents to Freshsales deals

    4 votes

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  13. 2 way sync for Close

    2 way sync for Close

    3 votes

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  14. Autoassigning recipients to roles in CRM integrations

    2 votes

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  15. Cross-site tracking

    Allow integrations (Hubspot in particular) work without enabling cross-site tracking.

    2 votes

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  16. Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table

    Pricing Table: Predefined tokens (#2 need)
    Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

    2 votes

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  17. Document forwarding

    CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

    2 votes

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  18. Bind PD documents to be seen on the Microsoft Dynamics 365 forms

    Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.

    3 votes

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  19. add product Tax on the Deal Products in pipedrive

    ability to add product Tax on the Deal Products level in PD template

    4 votes

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  20. pull products(related object) of a custom object in Salesforce to the pricing table

    3 votes

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