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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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609 results found

  1. 1 vote

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  2. Integration with Gastronovi

    1 vote

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  3. 2 votes

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

    9 votes

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  5. 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.

    1 vote

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

    1 vote

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  8. Integration with Discord

    1 vote

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  9. make.com integration

    11 votes

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  10. 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. Integration with Gravity Forms

    2 votes

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

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  12. 2 votes

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  13. 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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  14. Add the CRM Go High Level to PandaDoc

    11 votes

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  15. 1 vote

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

    4 votes

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  18. 2 votes

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  19. 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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