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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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758 results found

  1. Manually change document status in Salesforce Integration to decline contracts as necessary

    3 votes

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  2. Ability to pull the entire set of choices under the dropdown field and not only the selected one via "GET template/document details" request.

    1 vote

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  3. a native bitly integration

    1 vote

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  4. 1 vote

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  5. The integration still doesn’t show the Amex logo

    7 votes

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  6. if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.

    The client wants to disable this feature.

    https://pandadoc.zendesk.com/agent/tickets/405263

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. LaborEdge is a software for healthcare companies that brings hospitals, staffing agencies and healthcare workers together. It already has an integration with Docusign, Hubspot. However not available with PandaDoc even via Zapier or Integromat.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  8. It would be nice to have Zuper and Twilio integration with PandaDoc

    2 votes

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  9. Integration with Credible

    1 vote

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  10. The formula variable is missing from the list of variables available on PandaDoc, to populate from monday.com to PandaDoc, to just populate the final output number of the formula.

    5 votes

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  11. 2 votes

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  12. 1 vote

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  13. Expand the current Character limit of 1000 characters that can be transferred to a field from a Salesforce Opportunity. At the moment, only 1000 characters can be transferred which limits certain cases to be able to create documents from the Opportunities that exceed this limit.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  14. 3 votes

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  15. 1 vote

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  16. Integration with Exact.com

    3 votes

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  17. I would love to use Canva's Brand Kit when using Canva in PandaDoc.

    2 votes

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  18. Embed a Document View Session will work with react

    1 vote

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  19. Native integration to similar apps for Affirm or AfterPay Payment Gateway

    6 votes

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  20. Integration with ReAmaze CRM

    2 votes

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