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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. 1 vote

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  3. 4 votes

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  4. 11 votes

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  5. A PDF of a paid document should include the PAID badge, the same as the web view version

    4 votes

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  6. 5 votes

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  7. Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  8. Review the content of sent documents in Salesforce directly.

    1 vote

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  9. 2 votes

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  10. 1 vote

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  11. Add products from pricing table to MoneyBird invoice via Zapier.

    1 vote

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  12. Automatic document transfer from Hubspot to Salesforce.

    4 votes

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  13. 26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  14. 20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  15. 2 votes

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  16. 3 votes

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  17. 2 votes

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  18. PandaDoc's native trigger settings allow for any document on an opportunity to change the stage. Sometimes customers send multiple documents from an opportunity and need for only certain templates to trigger status changes.

    4 votes

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