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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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721 results found

  1. Use Canva Brand Kit

    I would love to use Canva's Brand Kit when using Canva in PandaDoc.

    2 votes

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  2. Choose document folder via Integromat

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

    1 vote

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  3. Notion

    Notion integration

    4 votes

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  4. Record document status change in Zoho

    1 vote

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  5. 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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  6. ability to pull negative numbers from salesforce

    7 votes

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  7. ReAmaze CRM

    Integration with ReAmaze CRM

    2 votes

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  8. Created by in salesforce should be the document creator

    when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration

    5 votes

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  9. 2 way sync with Monday

    2 way sync with Monday

    36 votes

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    4 comments  ·  Integrations  ·  Admin →
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  10. 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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  11. 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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  12. Sort templates shown when creating documents via CRM integrations

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

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Ability to embed Editor 2.0 to web application

    6 votes

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  14. Send a recipient link via Zapier as a reminder notification from Hubspot

    send reminder via Zapier when the HubSpot in Zap

    https://pandadoc.zendesk.com/agent/tickets/431431

    1 vote

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  15. Google Sheets: follow custom page breaks

    In case Google spreadsheet has custom page breaks, after uploading it to PandaDoc, the page breaks should be saved.

    1 vote

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  16. Oracle CPQ

    Native integration with Oracle CPQ

    1 vote

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  17. Populate ClientTitle variable directly from Sugar CRM

    4 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.

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Dolibarr

    We would like to have Dolibarr Integration with PandaDoc.

    1 vote

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  20. Pass custom fields from Hubspot via product mapping

    3 votes

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