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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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748 results found

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

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. 1 vote

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

    1 vote

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  5. Integrate with Cloze CRM to automatically generate contracts

    1 vote

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  6. 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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  7. 3 votes

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  8. Ability to pass variables to a pricing table on a template when creating a document using Zapier.

    3 votes

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  9. 1 vote

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  10. Integration with Gastronovi

    1 vote

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  11. access the status of each contract in Hubspot

    1 vote

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  12. 2 votes

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

    8 votes

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  14. Ability to integrate Zoho flow

    2 votes

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

    1 vote

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  16. When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)

    10 votes

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

    1 vote

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    • Will allow the user to Add Formula Field. tp full info or value from MS Dynamics
    2 votes

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  18. Integration with Discord

    1 vote

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  19. make.com integration

    9 votes

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