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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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640 results found

  1. I'm building up our workspace structure whilst integrating Pandadocs with our internal systems. I have a Webhook working at the top Workspace level but have noticed it isn't triggered at the child workspace level.

    I've looked at the integrations for the child workspaces and there are no webhook entries. I've viewed the parent webhook, and there's no option to share this across workspaces.

    Is it possible to have a webhook triggered across our entire account? Or would I need to setup a webhook for every single workspace?

    1 vote

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  2. Option to use Salesforce trigger to update custom object status when PandaDoc status is updated

    3 votes

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  3. 2 votes

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  4. If you're looking seriously at the Polish market it would be a great idea to integrate with PayPro/Przelewy24 as a payment gateway.

    It's an online payment system everybody here uses and loves. Especially the BLIK functionality. Very convenient.

    The integration should be simple enough.

    5 votes

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  5. Conditional placeholder value based on CRM value
    - customize placeholder value based on a condition value from CRM

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. SmartSuite integration.

    3 votes

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  7. Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.

    30 votes

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  8. Have a way to upload exported data from Docusign to PandaDoc.

    4 votes

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  9. Ability to pass clickable URLs from Salesforce fields into PandaDoc fields

    3 votes

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  10. Integration with Dynamics 365 Business Central

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. Option to have webhook event for the expired link (if the document link expires)

    3 votes

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  12. Our current implementation does not allow us to list subitem columns on the parent item variable list. Would like to be able to have them available as tokens.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. 6 votes

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  14. ability to integrate Calendly

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. Integration with ChargeBee

    10 votes

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  16. GoHighLevel CRM

    11 votes

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  17. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Option to choose a document folder when create a document via Integromat

    1 vote

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  19. 1 vote

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  20. Rich text roadmap for salesforce integration.

    3 votes

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