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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1068 results found

  1. Glide Apps Integration

    1 vote

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  2. The customer wants to create an eform with us and wants to integrate it with Hubspot chat feature.
    Once a customer fill out a form, in which they express their interest for a service. They want to be able to chat with them and fix final doubts and then send the contract. After a billing service.

    1 vote

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  3. The ability to integrate with Cin7 via API/ Native integration

    2 votes

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  4. Option to automatically update the Catalog in PandaDoc if product price, description, etc is changed in QB Online

    1 vote

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  5. Import colors from Google

    2 votes

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  6. 1 vote

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  7. PandaDoc module for BambooHR

    2 votes

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  8. Integrate with Fillquick

    2 votes

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  9. Ability to edit templates and documents inside of Zoho CRM

    2 votes

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  10. QuickBooks: ability to disable "New inventory in QB is created based on the PandaDoc document name (in case there is no existing product in QuickBooks using the exact document name)''

    2 votes

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  11. Keep the date field formatting when passing HubSpot line item that has a billing start date field.

    (now it's YYYY-MM-DD by default and there's no way to change it).

    2 votes

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  12. 1 vote

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  13. Option to show additional discount from Pipedrive in the total of the pricing table in PandaDoc

    1 vote

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  14. not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday

    1 vote

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  15. Customer would like to have the ability for the member users to see other documents in HubSpot that was created through PandaDoc

    1 vote

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  16. Have a Zapier trigger where it can collect data from a pandadoc upload files field. For example, into a Google Drive.

    5 votes

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  17. 1 vote

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  18. 2 votes

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  19. Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
    Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

    1 vote

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  20. 1 vote

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