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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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741 results found

  1. Ability to enable silent flag in Zoho (Notifications)

    1 vote

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  2. Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.

    [This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Integrate or Sync with GloFox

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  6. 1 vote

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  7. 1 vote

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  8. Option to have an integration with Adobe PDF (similar to MS Word add-in)

    2 votes

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  9. 2 votes

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  10. I would love to have PandaDoc integrated with Quick-base/YSL where we upload all our docs so they can be uploaded automatically instead of sitting and downloading and uploading many docs each day. it would save tons of time and is much more 2023 style

    1 vote

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  11. Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table

    1 vote

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  12. 3 votes

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  13. Show the documents of the workspace the user belongs to only (for now we show documents across the whole organization - even from workspaces the user doesn't blong to).

    1 vote

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  14. Ability to integrate with Google Calendar to use automation like sending documents.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. Integration with Hubdoc

    1 vote

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  16. 2 votes

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  17. Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code

    4 votes

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  18. At this point, recipients can't be removed when creating document via Hubspot on iPad. Add the option to remove them for the user.

    1 vote

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  19. If the document is created from Quote and Potential customer is set to account, primary contact information of the account should be passed as recipient (rather than account information itself).

    1 vote

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  20. Ability to convert signed contract into QuickBooks using HubSpot

    2 votes

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