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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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720 results found

  1. Connect two separate CRM accounts to one PandaDoc workspace.

    Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.

    7 votes

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    2 comments  ·  Integrations  ·  Admin →
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  2. Exact.com

    Integration with Exact.com

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Show Workspace ID in document details endpoint

    Show workspace ID to the response of Get document details call

    2 votes

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  4. Google Analytics

    Google analytics integration.

    2 votes

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  5. Outlook

    Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.

    12 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. checks with Quickbooks

    collect checks with Quickbooks

    5 votes

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  7. Webhook Payload should include reason for Declined Document

    Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.

    6 votes

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  8. Send document directly from the Hubspot to the customers avoiding Draft option

    It would be nice to send documents directly from Hubspot to recipients without editing them in PandaDoc.

    3 votes

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  9. Option to filter documents by integration linked / not linked status

    Option to filter documents that is not linked to an Integration.

    -will allow the user to filter document that is not linke with Salesforce, HubSpot etc.

    6 votes

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  10. Automatically make Hubspot Deal owner to be a new document owner

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)

    PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
    Goal: reduce applications for users to log into. View PandaDoc reporting within iFrame in Salesforce.

    3 votes

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  12. Auto-populate contact role

    Auto-populate the template role with the contact information from monday.com upon document creation

    8 votes

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  13. LaborEdge

    LaborEdge is a software for healthcare companies that brings hospitals, staffing agencies and healthcare workers together. It already has an integration with Docusign, Hubspot. However not available with PandaDoc even via Zapier or Integromat.

    1 vote

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  14. Twilio and Zuper

    It would be nice to have Zuper and Twilio integration with PandaDoc

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Monday.com formula columns

    30 votes

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    4 comments  ·  Integrations  ·  Admin →
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  16. Option using zapier to update catalog items

    Option using zapier to update catalog items

    • this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]
    4 votes

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  17. link documents to Sugar CRM

    2 votes

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  18. Expand character limits for values passed from Salesforce Opportunity fields

    Expand the current Character limit of 1000 characters that can be transferred to a field from a Salesforce Opportunity. At the moment, only 1000 characters can be transferred which limits certain cases to be able to create documents from the Opportunities that exceed this limit.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  19. Use Smart content blocks with Zapier

    10 votes

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  20. Update Zapier to include 'Change Document Status' action

    5 votes

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