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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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758 results found

  1. ability to add product Tax on the Deal Products level in PD template

    4 votes

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  2. Integration with Freshsales Form.

    1 vote

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  3. Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

    4 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. 2 votes

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  5. Additional Copper Variables to be put in a PandaDoc template.

    7 votes

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  6. Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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  7. Tokens cross-object population for Salesforce.

    28 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  8. 1 vote

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  9. 2 votes

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  10. 1 vote

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  11. 8 votes

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  12. Ability to Bulk Send from CRM

    23 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  13. 26 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  14. 2 votes

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  15. write back document status in a list view in dynamics

    1 vote

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  16. Ability to expand the iFrame window that pops up when creating a document within Hubspot

    6 votes

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  17. Pricing table: the option not to pull the product description while it still stays in the CRM.

    2 votes

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  18. integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    3 votes

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  19. Support discount in amount in Hubspot (EV2). Currently, It is calculated this way at the moment: Price x Quantity - Discount = Total. However, the total should be calculated in the following way: (Price - Discount) x Quantity = Total. More information in this ticket: https://pandadoc.zendesk.com/agent/tickets/108269

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Pass files from SalesForce attached files to PandaDoc document as attached files

    8 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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