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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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607 results found

  1. PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)

    PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
    Goal: reduce applications for users to log into. View PandaDoc reporting within iFrame in Salesforce.

    3 votes

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  2. pull the variables from various boards / objects and use them across the PandaDoc document

    pull the variables from various boards and use them across the PandaDoc document

    3 votes

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  3. Ability to integrate PandaDoc with monday.com desktop app

    30 votes

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    2 comments  ·  Integrations  ·  Admin →
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  4. Do you interface with BotDoc.io?

    Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.

    1 vote

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  5. Pull and set expiration date via CRM (e.g. SFDC)

    4 votes

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  6. Attach completed PDF to Leadconnector CRM via Zapier

    5 votes

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  7. MS Dynamics: to show Date Only without time stamp

    to show Date Only without time stamp when a document is created

    1 vote

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  8. When both Order and Contract have been completed set status to Closed in Salesforce

    When both Order and Contract have been completed set status to Closed in Salesforce

    1 vote

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  9. Link a PandaDoc document to a Pipedrive deal via Zapier.

    1 vote

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  10. Customize SalesForce PDF trigger

    Possibility to auto-link PDF to the object you create the document from and other objects linked to the parent one.

    1 vote

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  11. Legal advising software

    Integration with Legal advising software to help with agreements

    1 vote

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  12. Log email reminders to Salesforce

    Templates are setup to send reminder emails to customers. Is it possible to log those email reminders to Salesforce?

    1 vote

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  13. connect 2 PandaDoc accounts to Pipedrive at the same time

    connect 2 PandaDoc accounts to Pipedrive at the same time

    3 votes

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  14. Manage integrations via Integrately

    To have the option to directly manage integrations via Integrately.

    6 votes

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  15. Add pricing items to the summary in Stripe receipt

    Add pricing items to the summary in Stripe receipt. For example, if PandaDoc pricing table has 2 items and VAT in the pricing table, this info should be reflected in the Stripe receipt

    2 votes

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  16. Pull in tax from Zoho as template field

    1 vote

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  17. Once a document is signed, the completed copy is uploaded to pre-defined Google Drive folder

    4 votes

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    2 comments  ·  Integrations  ·  Admin →
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  18. Ability to access PandaDoc via MS Dynamics' Context IQ

    Allow users to utilize PandaDoc while on MS Dyanmics' Context IQ feature.

    • Context iQ allows collaboration with colleagues or customers right from Dynamics 365. Start a chat without switching apps and stay focused on the task at hand.

    https://dynamics.microsoft.com/en-us/dynamics-and-teams/

    2 votes

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  19. pull content library items

    provide content library item id, name and other properties when pulling template details from GET request.
    in content placeholders section? 

    "content_placeholders": [
    {
        "uuid": "",
        "block_id": "Content Placehoder 1",
        "description": ""
    },

    {
    "uuid": "",
    "blockid": "Content Placehoder 1",
    "description": ""
    },
    {
    "uuid": "",
    "block    id": "Content Placehoder 1",
    "description": ""
    }
    ],

    3 votes

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  20. Stax

    Integration with Stax payment gateway

    7 votes

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