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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1056 results found

  1. The ability to transfer the description part of the Pipedrive catalog directly

    2 votes

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  2. Pass product code automatically from Pipedrive

    1 vote

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  3. Product variation Pipedrive EV2

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Close.io

    Integration with Close.io

    79 votes

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    13 comments  ·  Integrations  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea. We aren’t planning on building the integration with Close.io into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  5. Bulk Send from CRM

    Ability to Bulk Send from CRM

    22 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  6. Multiple Stripe accounts per workspace

    26 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  7. PandaDoc add on for Gsuite

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. write back document status in a list view in dynamics

    write back document status in a list view in dynamics

    1 vote

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  9. Expand Hubspot iFrame Window

    Ability to expand the iFrame window that pops up when creating a document within Hubspot

    6 votes

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  10. Product Description in CRMs

    Pricing table: the option not to pull the product description while it still stays in the CRM.

    2 votes

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  11. Lucidchart

    integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Support discount in amount in Hubspot (EV2)

    Support discount in amount in Hubspot (EV2). Currently, It is calculated this way at the moment: Price x Quantity - Discount = Total. However, the total should be calculated in the following way: (Price - Discount) x Quantity = Total. More information in this ticket: https://pandadoc.zendesk.com/agent/tickets/108269

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Hubspot workflow

    Any plans for Hubspot Workflow?

    47 votes

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    2 comments  ·  Integrations  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  14. Pass files from SalesForce files to PandaDoc

    Pass files from SalesForce attached files to PandaDoc document as attached files

    8 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  15. [Hubspot] have a date and time stamp within the document itself

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Remove Salesforce document drafts

    Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. InfusionSoft / Keap

    Integration with InfusionSoft / Keap

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. 2-way synchronization with Copper

    2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Copper

    Native integration with Copper

    4 votes

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  20. JSON Payload Update for EV2 with Salesforce

    Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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