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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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609 results found

  1. PandaDoc to Bullhorn CRM

    1 vote

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  2. Gastronovi

    Integration with Gastronovi

    1 vote

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  3. [Salesforce] sync document activity with the Activity in Salesforce

    3 votes

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  4. Import / Update contacts in PandaDoc using Zapier (across all workspaces)

    Import contacts in PandaDoc using Zapier (across all workspaces)

    9 votes

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  5. Zoho Flow

    Ability to integrate Zoho flow

    2 votes

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  6. Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.

    Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.

    1 vote

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  7. attach a document from one deal to another in Pipedrive

    attach a document from one deal to another in Pipedrive

    1 vote

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  8. Discord

    Integration with Discord

    1 vote

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  9. Make.com

    make.com integration

    11 votes

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    3 comments  ·  Integrations  ·  Admin →
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  10. Ability to save bundled documents separately within Salesforce

    Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.

    9 votes

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  11. Gravity Forms

    Integration with Gravity Forms

    2 votes

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  12. [Integration feature] Map items from Quickbooks to Pricing table and Advanced Quotes

    • Will allow the user to pass / sync items from quickbooks to PD pricing table / Advanced quotess
    1 vote

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  13. The ability to enable both Sandbox and Production SF within one workspace

    2 votes

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  14. limit document creation to be only created from CRM at the template level

    limit document creation to be only created from the CRM at the template level
    This will assist with adoption and further implementing best practices.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. [Integration]: Go High Level CRM

    Add the CRM Go High Level to PandaDoc

    11 votes

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    3 comments  ·  Integrations  ·  Admin →
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  16. SharpSpring CRM

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. Webhook for entire account

    I'm building up our workspace structure whilst integrating Pandadocs with our internal systems. I have a Webhook working at the top Workspace level but have noticed it isn't triggered at the child workspace level.

    I've looked at the integrations for the child workspaces and there are no webhook entries. I've viewed the parent webhook, and there's no option to share this across workspaces.

    Is it possible to have a webhook triggered across our entire account? Or would I need to setup a webhook for every single workspace?

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. Salesforce trigger: update custom object stage

    Option to use Salesforce trigger to update custom object status when PandaDoc status is updated

    4 votes

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  19. Option to share templates with users within Microsoft Teams (PandaDoc application)

    2 votes

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  20. PayPro/Przelewy24

    If you're looking seriously at the Polish market it would be a great idea to integrate with PayPro/Przelewy24 as a payment gateway.

    It's an online payment system everybody here uses and loves. Especially the BLIK functionality. Very convenient.

    The integration should be simple enough.

    5 votes

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    3 comments  ·  Integrations  ·  Admin →
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