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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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629 results found

  1. Lever

    PandaDoc integration with Lever (HR Recruiting software/CRM)

    17 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  2. Template Matching

    https://support.docusign.com/en/guides/ndse-user-guide-manage-automatic-template-matching

    https://vimeo.com/370244613

    17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    When adding a presentation from canva should be able to change the page orientation to landscape in canva

    16 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Wise

    possibility to integrate Wise (payment method) to Pandadoc

    15 votes

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    2 comments  ·  Integrations  ·  Admin →
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  5. Monday.com subitem column (subitems)

    15 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. ClickUp

    Integration with ClickUp

    15 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  7. Card details field for QuickBooks

    15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Link to CRM Zoho

    Link documents to Zoho CRM from PandaDoc side

    15 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  9. Active Campaign: Ability to use tokens

    Pull in info via tokens with Active Campaign integration

    14 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Pull data from Monday.com to PandaDoc pricing table

    14 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)

    The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?

    14 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Mollie / Stripe with iDeal

    Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!

    14 votes

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    7 comments  ·  Integrations  ·  Admin →
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  13. Google Workspace

    Integrate Pandadoc with google Workspace

    14 votes

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    3 comments  ·  Integrations  ·  Admin →
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  14. Select a template automatically salesforce

    Choose the PandaDoc template automatically based on salesforce field value or salesforce product

    14 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Connectwise

    Integration with ConnectWise

    14 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. pass information from Zoho custom object

    14 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  17. Quickbooks Integration: 2 Way Sync

    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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    1 comment  ·  Integrations  ·  Admin →
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  18. Support Quickbooks for non US accounts

    13 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Add PandaDoc component to SalesForce community page

    Be able to add PandaDoc component to SalesForce community page

    13 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  20. Outlook

    Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.

    12 votes

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    1 comment  ·  Integrations  ·  Admin →
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