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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1070 results found

  1. Markate CRM

    Integrate with Markate (CRM) or create a native PandaDoc automation.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. Dynamics 365 Product Bundles

    In Dynamics 365 if an included product is marked as a "bundle" (in Dynamics) the sub-items products (description, etc...) are not shown. Only the parent/top-level product name and description are displayed. As a Seller, I want the selected "bundled" product, to show descriptions of the included line-item in the quote.

    2 votes

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  3. Update records in SugarCRM when new documents are Signed in PandaDoc

    Update records in SugarCRM when new documents are Signed in PandaDoc

    https://pandadoc.zendesk.com/agent/tickets/604161

    1 vote

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  4. Override MS Dynamics date variable settings with PandaDoc date settings

    Override MS Dynamics date variable settings with PandaDoc date settings

    2 votes

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  5. Salesforce CPQ: Defining opp stage update at a template level.

    1 vote

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  6. Pipedrive: map additional discount to the total discount in pricing table

    Option to show additional discount from Pipedrive in the total of the pricing table in PandaDoc

    1 vote

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  7. Two way sync with Pipedrive

    Option for Pipedrive 2 way sync

    33 votes

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    4 comments  ·  Integrations  ·  Admin →
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  8. Update HubSpot Deal Products with changes made in Pricing Table

    5 votes

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  9. not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday

    not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday

    1 vote

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  10. Request for Member Users' Document Visibility in HubSpot

    Customer would like to have the ability for the member users to see other documents in HubSpot that was created through PandaDoc

    1 vote

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  11. filter PandaDoc statuses in Salesforce

    filter PandaDoc statuses in Salesforce

    2 votes

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  12. Two separate accounts connected to one Salesforce instance

    1 vote

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  13. White-labelling of the T&C block under the signature

    Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used

    2 votes

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  14. Template Revisions Endpoint

    Get revisions of the templates to see how they have been changing historically

    3 votes

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  15. Template Thumbnails (embedding)

    Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
    Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

    1 vote

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  16. Support native salesforce automation functionality like Flow and apex trigger

    1 vote

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  17. Pull data from a PandaDoc document into a Word document natively

    1 vote

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  18. Pass data to Monday.com

    Customer would like to have the ability to pass data from a completed document field signed by their clients to Monday.com

    4 votes

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  19. Halo CRM

    Halo CRM integration.

    1 vote

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  20. Automations for Microsoft Teams: upload a document to a specific channel/folder upon its completion.

    1 vote

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