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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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607 results found

  1. Ability to preserver Nimble CRM price field's formatting and currency symbol when passed over to PandaDoc.

    1 vote

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  2. Data merge option for Pipeliner CRM

    • will alloe the user to set up data merge for Pipeliner CRM
    1 vote

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  3. Extend metadata received from Salesforce when creating a document (for now only object id is pulling through - would be cool to have some related records as well for example if there's account/contact related to opportunity).

    1 vote

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  4. How can I set Pandadoc in order to pull the deal creator phone from Pipedrive?

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. is there a Wordpress integration for PandaDoc without third party plugins?

    5 votes

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  6. An integration with the creative app Milanote, allowing for documents to be shared into the Milanote app such that they're dynamic (ie. when you click on the document it takes you through to PandaDoc).

    1 vote

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  7. This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.

    1 vote

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  8. 2 votes

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  9. when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Ability to use conditional content in Zapier/Integromat.

    4 votes

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  11. ability to use variables for Pipedrive line item taxes separately and not as a sum.

    1 vote

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  12. Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. ability of creating documents in Pipedrive without pre-assigning recipients from a dea

    2 votes

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  14. 1 vote

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  15. possibility to integrate Wise (payment method) to Pandadoc

    16 votes

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  16. Option to have Quickbooks as Intergation.

    Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.

    13 votes

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  17. 5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. 1 vote

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  19. Increase limitation of 1000 logs by shifting the logs in the new Custom object in salesforce instead PandadocExceptionLogs__c?

    3 votes

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  20. use variables from other objects in salesforce by default without needing look up fields

    1 vote

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