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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1069 results found

  1. Pull user email address from Contact object in MS Dynamics

    Pull user email address from Contact object in MS Dynamics

    3 votes

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  2. multiple choice with Zapier

    pull the information that client selected with multiple choice with Zapier

    8 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  3. Freshsales custom fields as tokens

    Make custom fields in Freshsales visible as PandaDoc tokens.

    3 votes

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  4. 2-way sync with Insightly

    As I mentioned, if all the data is in INsightly beforehand, everything works fine. However, that doesn't work with our workflow, where we prefer to have the client enter certain information.
    IT's not for confidentiality purposes...we want to put the burden of entering credit card and bank information on them because, if they make a mistake, it's their mistake, not ours.
    That's what we're doing now. Insightly did not have the custom fields we needed for credit card and bank information, so we added them to their Opportunity object. When we create a new Opportunity in Insightly and fill in…

    4 votes

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  5. Migrate all the documents from PandaDoc to Hubspot

    A direct file migration with functionality to Hubspot

    4 votes

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  6. Bitrix24

    Integration with Bitrix 24

    10 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  7. Workable

    integration with workable

    3 votes

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  8. attach the PDFs of the completed documents under Documents in an Opp record in Sugar

    1 vote

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  9. Sugar CRM: Pull information from 2 different objects at the same time

    3 votes

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  10. Salesforce, link PandaDoc to multiple Salesforce Objects

    5 votes

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  11. Connect to Multiple Hubs in Hubspot per workspace

    We are currently integrated with 1 hub, but recently opened a new hub on the same account.. currently the integration seems to only be allowing for 1 connection to 1 hub; hope it allows us to access the other hub within the same workspace at the same time.

    3 votes

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  12. Microsoft 365

    Microsoft 365 integration

    7 votes

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  13. if-condition tokens / Pipedrive

    Make a "if-condition" for the tokens-variables from Pipedrive.
    An example would be:
    If [Deal.ContactPerson.Email] is Empty then some condition comes.

    1 vote

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  14. Update Opportunity Products trigger should ignore any documents added to this Opportunity that change their status after Opp is closed

    Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.

    2 votes

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  15. Pull values to Pricing Table custom columns via Zapier

    At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.

    4 votes

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  16. [Reporting] Salesforce Activity

    Salesforce reporting feature with PandaDoc integration.

    7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  17. Hiding the banner of the document when embedding through an iFrame

    Hiding the banner of the document when embedding it through an iFrame

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. Ability to populate dates in Freshsales through tokens without timestamps

    3 votes

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  19. Pull Salesforce documents under Notes&Attachments into PandaDoc

    Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  20. The ability to support multiple roles in salesforce

    1 vote

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