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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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982 results found

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

    1 vote

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  2. The ability for the sender to review recipient payments before processing payment.

    i.e authroize.net has this feature, but when enabled does not transfer to PandaDoc.

    3 votes

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  3. 1 vote

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  4. Integration with Gastronovi

    1 vote

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  5. option to remove the address for filling up for payment in payment methods

    1 vote

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  6. access the status of each contract in Hubspot

    1 vote

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  7. get data from the quote builder and push it to Xero using Zapier

    1 vote

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  8. 2 votes

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  9. Import contacts in PandaDoc using Zapier (across all workspaces)

    8 votes

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  10. Ability to integrate Zoho flow

    2 votes

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  11. 4 votes

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  12. Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.

    1 vote

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  13. attach a document from one deal to another in Pipedrive

    1 vote

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

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  14. Integration with Discord

    1 vote

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  15. make.com integration

    9 votes

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  16. Salesforce (Decision) auto upload on document completions

    1 vote

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  17. Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.

    5 votes

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  18. Integration with Gravity Forms

    2 votes

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    • Will allow the user to pass / sync items from quickbooks to PD pricing table / Advanced quotess
    1 vote

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