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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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629 results found

  1. Google analytics integration.

    2 votes

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  2. 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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  3. collect checks with Quickbooks

    5 votes

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  4. 5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. 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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  6. pull the variables from various boards and use them across the PandaDoc document

    3 votes

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  7. Ability to use different PayPal accounts for different templates within one PandaDoc account.

    5 votes

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

    8 votes

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  9. 2 votes

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  10. 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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  11. 10 votes

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  12. 5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. 14 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Option to choose a document folder when create a document via Integromat

    1 vote

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  15. 1 vote

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  16. connect 2 PandaDoc accounts to Pipedrive at the same time

    3 votes

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  17. have a PandaDoc documents status show in Monday.com for a particular row based on an email address

    12 votes

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  18. Integration with ReAmaze CRM

    2 votes

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  19. Allow users to utilize PandaDoc while on MS Dyanmics' Context IQ feature.

    • Context iQ allows collaboration with colleagues or customers right from Dynamics 365. Start a chat without switching apps and stay focused on the task at hand.

    https://dynamics.microsoft.com/en-us/dynamics-and-teams/

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. provide content library item id, name and other properties when pulling template details from GET request.
    in content placeholders section?

    "content_placeholders": [
        {
            "uuid": "",
            "block_id": "Content Placehoder 1",
            "description": ""
        },
    

    {
    "uuid": "",
    "blockid": "Content Placehoder 1",
    "description": ""
    },
    {
    "uuid": "",
    "block
    id": "Content Placehoder 1",
    "description": ""
    }
    ],

    3 votes

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