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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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640 results found

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

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

    3 votes

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  2. PandaDoc to Bullhorn CRM

    1 vote

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  3. Gastronovi

    Integration with Gastronovi

    1 vote

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

    2 votes

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

    Import contacts in PandaDoc using Zapier (across all workspaces)

    8 votes

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  6. Zoho Flow

    Ability to integrate Zoho flow

    2 votes

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  7. 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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  8. 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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  9. MS Dynamics Formula Field

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

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  10. Discord

    Integration with Discord

    1 vote

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  11. Make.com

    make.com integration

    9 votes

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    3 comments  ·  Integrations  ·  Admin →
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  12. Salesforce (Decision) auto upload on document completions

    Salesforce (Decision) auto upload on document completions

    1 vote

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  13. 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.

    7 votes

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  14. Gravity Forms

    Integration with Gravity Forms

    2 votes

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  15. [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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  16. The ability to enable both Sandbox and Production SF within one workspace

    1 vote

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  17. 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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  18. Different buttons in Pipedrive

    Different buttons in Pipedrive aside from create a document

    1 vote

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  19. [Integration]: Go High Level CRM

    Add the CRM Go High Level to PandaDoc

    7 votes

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    2 comments  ·  Integrations  ·  Admin →
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  20. SharpSpring CRM

    1 vote

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