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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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982 results found

  1. 3 votes

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  2. 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.

    1 vote

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  3. The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).

    18 votes

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  4. filter out manually completed documents from the GET documents API call?

    3 votes

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  5. Hibob HR Software integration

    4 votes

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  6. 1 vote

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  7. Option to generate session ID for draft document

    6 votes

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  8. 1 vote

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  9. 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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  10. 1 vote

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

    5 votes

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  12. 1 vote

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

    1 vote

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  15. Integrate with Cloze CRM to automatically generate contracts

    1 vote

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  16. PandaDoc to automatically reattach the signed documents to the leads profiles upon switching to a different CRM. (for example: there are documents attached to the Hubspot leads, and those attachments are to be automatically transferred to the respective leads in the new CRM, for instance, Salesforce.)

    1 vote

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  17. In the CREATE api, add an option to auto SEND document, after it is created. By default, the option would be false to be backwards compatible with current functionality

    2 votes

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  18. Add the option to hide the columns in pricing table via API.

    3 votes

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  19. Ability to connect Chargify to PandaDoc as a payment integration.

    3 votes

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  20. 3 votes

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