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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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758 results found

  1. 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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  2. Ability to embed Editor 2.0 to web application

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Revolut payment gateway

    Adding Revolut payment gateway to PandaDoc's integration.

    1 vote

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  4. 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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  5. 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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  6. Oracle CPQ

    Native integration with Oracle CPQ

    1 vote

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  7. Populate ClientTitle variable directly from Sugar CRM

    4 votes

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  8. 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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  9. Dolibarr

    We would like to have Dolibarr Integration with PandaDoc.

    1 vote

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  10. Pass custom fields from Hubspot via product mapping

    3 votes

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  11. Replace unfilled variables with blanks when creating docs via Zapier

    If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    24 votes

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  12. Zelle Payment Gateway

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Data Merge Pricing Table: Change the date format

    I was wondering if you can help us with the pricing table and the date fields. The service start date and end date are taken from HubSpot. The problem we have here is that the date format is not the way we want.

    If you check this document you will see that the format is yyyy-mm-dd. But we would like to have it as dd-mm-yyyy. How we can make sure that the format is set to the preferred state

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Create one quote using multiple deals in HubSpot

    Is it possible to create one quote using multiple deals? What I’m curious about is if a PandaDoc quote allows you to include all of the products from multiple HubSpot deals to appear in the editable pricing table of a single quote? Rather than creating separate quotes for each deal.

    9 votes

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  15. Allow one zap to work with multiple templates

    I want to set up a zap based on a trigger which include multiple templates

    so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones

    8 votes

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  16. MS Dynamics: to show Date Only without time stamp

    to show Date Only without time stamp when a document is created

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  17. add multiple pricing tables in once document created via Salesforce

    add multiple pricing tables in once document created via Salesforce

    https://pandadoc.zendesk.com/agent/tickets/394892

    2 votes

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  18. Edit Quickbooks invoice sent to customer

    6 votes

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  19. attach HubSpot attachment to PandaDoc document before sending

    1 vote

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  20. Greek / French / German bank transfer through Stripe

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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