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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1056 results found

  1. Highspot

    Highspot integration

    1 vote

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  2. Marking the documents that are used in an integration

    1 vote

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  3. customize triggers for Zapier setup

    4 votes

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  4. Ability to pull information about products from salesforce to a document as variables/tokens

    1 vote

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  5. Product Description in CRMs

    Pricing table: the option not to pull the product description while it still stays in the CRM.

    2 votes

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  6. A Paid badge in PDFs of paid documents

    A PDF of a paid document should include the PAID badge, the same as the web view version

    4 votes

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  7. [Hubspot] have a date and time stamp within the document itself

    2 votes

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  8. Remove Salesforce document drafts

    Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

    2 votes

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  9. Transfer documents from Hubspot to Salesforce

    Automatic document transfer from Hubspot to Salesforce.

    4 votes

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  10. Global settings: Install Pipedrive for the whole organization

    1 vote

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  11. [Google Sheets] Pass token data

    Ability to easily pass token data to Google Sheets or email after the document is completed

    3 votes

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  12. Zero CRM

    Zero CRM Integration

    1 vote

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  13. EV2. MS Dynamics - Ability to update document info for EV2 documents/.

    2 votes

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  14. Limit Salesforce Opportunity status trigger to specific templates

    PandaDoc's native trigger settings allow for any document on an opportunity to change the stage. Sometimes customers send multiple documents from an opportunity and need for only certain templates to trigger status changes.

    4 votes

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  15. Zendesk for Editor 2.0

    3 votes

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  16. Zapier. Ability to update SF opp amount and products when a pricing in PD changes

    1 vote

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  17. Pass formula fields from Freshsales with commas

    1 vote

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  18. Freshsales Form

    Integration with Freshsales Form.

    1 vote

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  19. Pull information across different record types

    2 votes

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  20. Ability to push Price Lines from XRM as Base vs Optional

    Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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