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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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118 results found

  1. Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc

    25 votes

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  2. Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    24 votes

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  3. Zendesk Sell Integration for EV2

    24 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. Include products/pricing table in link-to-CRM / Import from CRM button

    23 votes

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  5. Two-way sync of Doc Status and HubSpot Deal Stage

    23 votes

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  6. Make API-Key available for EV2 and EV1/EV2 workspaces

    23 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  7. The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).

    22 votes

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  8. Create and edit via API

    22 votes

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  9. Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.

    21 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Option for 2 way sync with HubSpot

    17 votes

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  11. Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible

    16 votes

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    Released  ·  4 comments  ·  Integrations  ·  Admin →
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  12. Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.

    16 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    Please kindly be advised that the feature allowing to search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  13. 16 votes

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    Released  ·  4 comments  ·  Integrations  ·  Admin →
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  14. Several states, mine included, offer the option to remotely notarize documents using a webcam. However, remote notaries must us a third party vendor system to accomplish this.

    15 votes

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  15. Salesforce mapping of products into different pricing tables

    15 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Ability to set the document title of a newly created document from info in Salesforce

    14 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

    You can customize the document name with Salesforce data by navigating to PandaDoc Setup > Object customization settings > DOCUMENT NAME. If you prefer the document to inherit the template name, simply leave the 'document name' field blank.

  17. 14 votes

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    Released  ·  Veronika Gurianova responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Link

  18. When currency fields are passed into PandaDoc Variable/Token allow for variable to be set on the token level as a "Currency type" to format correctly.

    13 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Set signing order in API call (for documents created from PDFs).

    12 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →
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  20. 12 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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