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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1049 results found

  1. pull Opp category discount in SFDC pricing table

    1 vote

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  2. attach emails to PipeDrive objects

    attach PD emails to Pipedrive objects once documents are sent from Pipedrive

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  3. Convert Google Form to the PandaDoc Form

    A way to convert a Google Form to a Pandadoc Form

    3 votes

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  4. Sort templates shown when creating documents via CRM integrations

    Sort templates when creating documents via CRM integrations by Title, etc.

    7 votes

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  5. Ability to embed Editor 2.0 to web application

    6 votes

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  6. Automatically set the receiver as the client in Monday

    Automatically set the receiver as the client in Monday.

    • automatically adds reciever as client in monday.com during creating a document.
    3 votes

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  7. Vaultre CRM

    To be able to integrate with CRM VAULTRE or have an option via Zapier,

    1 vote

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  8. ItsMe

    Integration with Itsme

    1 vote

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  9. Ability to set document title for Zendesk Support Integration

    By default, Zendesk Support changes the document title to that of the Subject line, it would be better if there is an option to configure this.

    2 votes

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  10. Workwave

    Integration with Wokrwave and ability to use Collect card details field with this integration

    1 vote

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  11. Auto-populate contact role

    Auto-populate the template role with the contact information from monday.com upon document creation

    8 votes

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  12. Pipedrive: document report

    it would be good to run a report so deals that have Pandadoc and Pipedrive values that do not match coming up

    1 vote

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  13. Ability to auto save pdf in SFDC from expired status

    1 vote

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  14. See the Document Record for all workspaces in Salesforce

    Would like to see the metadata record that is created in Salesforce work for all of our workspaces. As it is, we only see them for one of our workspaces.

    1 vote

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  15. Get workspace ID from IU

    Option to get workspace Id from UI

    3 votes

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  16. Include or exclude content depending upon SFDC fields

    Ability to pull language in and keep language out depending on how certain fields in Salesforce are populated.

    1 vote

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  17. Ungerboeck

    Integration with Ungerboeck

    1 vote

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  18. ability to pull negative numbers from salesforce

    7 votes

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  19. SFDC triggers for SFDC activities via PandaDoc

    The ability to control SFDC activities and triggers via PandaDoc.

    1 vote

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  20. Generate docs with pricing tables products from custom entities in MS Dynamics

    Be able to generate docs with pricing tables from custom entities in MS Dynamics

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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