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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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609 results found

  1. Sort templates shown when creating documents via CRM integrations

    Sort templates when creating documents via CRM integrations by Title, etc.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. 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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  3. pull the variables from various boards / objects and use them across the PandaDoc document

    pull the variables from various boards and use them across the PandaDoc document

    3 votes

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  4. Ability to use different PayPal accounts within one PandaDoc workspace.

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

    5 votes

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  5. 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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  6. Pull and set expiration date via CRM (e.g. SFDC)

    3 votes

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  7. link documents to Sugar CRM

    2 votes

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  8. 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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  9. Use Smart content blocks with Zapier

    10 votes

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

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. Choose document folder via Integromat

    Option to choose a document folder when create a document via Integromat

    1 vote

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  12. Wordpress

    is there a Wordpress integration for PandaDoc without third party plugins?

    5 votes

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  13. Record document status change in Zoho

    1 vote

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

    connect 2 PandaDoc accounts to Pipedrive at the same time

    3 votes

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  15. ReAmaze CRM

    Integration with ReAmaze CRM

    2 votes

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  16. Ability to access PandaDoc via MS Dynamics' Context IQ

    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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  17. pull content library items

    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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  18. Mobile functionality in Monday.com

    Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

    11 votes

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  19. Ability to embed Editor 2.0 to web application

    6 votes

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  20. Zelle Payment Gateway

    9 votes

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