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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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721 results found

  1. iFrame error details

    iFrame contents could be something like "You must be logged in to view this contents" instead of the gray screen saying "app refused to connect"

    1 vote

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  2. JavaScript Embed: Template (Editor 2.0) / document in Draft status.

    1 vote

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  3. change the color of the download button

    change the color of the download button for the documents created via API

    1 vote

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  4. Revinate

    We need either a mail merge functionality or integration with Revinate so PandaDoc can automatically pull client details into our templates.

    1 vote

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  5. Auto-populate contact roles from Dynamics

    Auto-populate contact from the dynamics when creating a document (as it works in SF).

    1 vote

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  6. Send the document in HubSpot via SMS

    Send the document in HubSpot via SMS

    https://pandadoc.zendesk.com/agent/tickets/514788

    1 vote

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  7. Recipient verification for documents created via Salesforce

    1 vote

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  8. CRM Transfer from Hubspot to Zoho

    Allow PandaDoc deals from Hubspot to transfer to Zoho

    1 vote

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  9. Ability to create a document from a template in Salesforce from a direct link

    • will allow a user to click Button URl to create a document.
    1 vote

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  10. Qwilr

    Qwilr integration

    3 votes

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  11. Generate link for draft document

    The actual question we have is if it's possible to generate a link to a document in the draft status, allowing the user to send that link directly to a recipient for e-signature instead of having the document sent through PandaDoc app.

    3 votes

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  12. Hibob HR Software

    Hibob HR Software integration

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Automate the creation of the products in the pandadoc product catalog via Make/Integromat

    1 vote

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  14. Zoho: pass the taxes in flat amount if using Quote builder

    1 vote

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  15. Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    https://pandadoc.zendesk.com/agent/tickets/507683

    1 vote

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  16. Be able to add "Collect files" field with the help of field tags

    1 vote

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  17. Add Webhooks for Templates

    Add Webhooks for Templates, following the existing pattern for Documents.
    Events:
    Create
    Update | following version history
    Delete
    Usage

    5 votes

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  18. [HubSpot] send document notifications

    1 vote

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  19. RouteOne

    We use RouteOne for our purchase processes - purchasing & financing for our dealerships. Things would be more efficient if PandaDoc integrated with the system.

    1 vote

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  20. DealerTrack

    We need PandaDoc to integrate with DealerTrack which we use to connect dealers with lenders.

    1 vote

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