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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1064 results found

  1. Basecamp

    Native integration with Basecamp https://basecamp.com/

    2 votes

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  2. Allow to use templates from different workspace in HubSpot without switching workspaces

    It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    15 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  3. contact's variables in variable list in the Opportunity in Salesforce

    having contact's variables in variable list in the Opportunity in Salesforce

    9 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  4. Extend Zapier functionality

    Improve Zapier functionality with new features, like tracking certain info, etc.

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  5. Send autoreply when the document is completed (Hubspot integration)

    2 votes

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  6. More role variables (to pass from a HubSpot deal)

    The feature request is to create more role variables / fields in "Contacts" since the client needs to pass more data from Hubspot contacts linked to a deal

    3 votes

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  7. Reqiured Hubspot Deal in Document windows

    2 votes

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  8. Pass line item description formatting from SFDC

    Pass the complex line item description formatting from Salesforce to PandaDoc

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. MS Dynamics two-way sync (2-way sync)

    Looking for PD and MS Dynamic to have a 2 way sync

    20 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Admin →
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  10. upload document on version 2 within SalesForce

    upload document on version 2 within SalesForce

    <they need the "Upload" option to be available in "Create a new document" window within SalesForce on version 2 (not only one) >

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. The ability to create a workflow which would inform the client who create document from PandaDoc in Hubspot about the comments left in the c

    2 votes

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  12. Microsoft Power Bi

    Integration with Microsoft Power Bi

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    When adding a presentation from canva should be able to change the page orientation to landscape in canva

    15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Zendesk Support Account Tokens

    Ability to pull account data from ZD support to PandaDoc.

    1 vote

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  15. Mass export variables

    Ability to mass export variables list from the document or the template.

    14 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. [Pipedrive] map document status with Deal status

    Trigger Completed Document connected to Pipedrive deal to automatically change to Won status

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. Map document value to a deal value token using a CRM integration

    3 votes

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  18. The ability to integrate with the order management software to use it as contract repository

    3 votes

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  19. Receive invoices for accounts with Automatic collection method

    I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
    For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.

    2 votes

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  20. Typeform

    Customer wants to integrate Typeform with PandaDoc to prefill a document with values.

    4 votes

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