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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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758 results found

  1. Humi

    Integration with Humi

    1 vote

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  2. populate two salesforce opportunities in one pricing table

    populate two salesforce opportunities in one pricing table

    For example, Product and coupon opportunities in populated within one pricing table.

    https://pandadoc.zendesk.com/agent/tickets/404226

    1 vote

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  3. Send document directly from the Hubspot to the customers avoiding Draft option

    It would be nice to send documents directly from Hubspot to recipients without editing them in PandaDoc.

    3 votes

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  4. 2 way sync with Active Campaign

    Option to link documents from PandaDoc to Active campaign

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Automatically make Hubspot Deal owner to be a new document owner

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. 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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  7. 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

    1 vote

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

    21 votes

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    2 comments  ·  Integrations  ·  Admin →
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  9. Pandadoc document value in Pipedrive panel

    Show Pandadoc document value in Pipedrive panel

    1 vote

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

    4 votes

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  12. HubSpot form to download a PandaDoc to see readership statistics

    Offer a HubSpot form to download a PandaDoc so we can see readership statistics? How do we set this up?

    1 vote

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  13. Attach completed PDF to Leadconnector CRM via Zapier

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. 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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    1 comment  ·  Integrations  ·  Admin →
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  15. add multiple pricing tables in once document created via Salesforce

    add multiple pricing tables in once document created via Salesforce

    https://pandadoc.zendesk.com/agent/tickets/394892

    2 votes

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  16. 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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  17. Link a PandaDoc document to a Pipedrive deal via Zapier.

    1 vote

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  18. 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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  19. Legal advising software

    Integration with Legal advising software to help with agreements

    1 vote

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  20. 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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