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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1056 results found

  1. PipeDrive connection

    The option to set up 1 PandaDoc user to several Pipedrive accounts.

    17 votes

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    Idea  ·  2 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. Hubspot link document to Custom Object

    16 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  4. BankID

    Integration with BankID
    https://www.bankid.com/en/

    16 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Pricing table currency based on Salesforce opportunity

    Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce

    16 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  6. Allow to use templates from different workspace in HubSpot without switching workspaces

    It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    15 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  7. 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

    15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Google Workspace

    Integrate Pandadoc with google Workspace

    14 votes

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    3 comments  ·  Integrations  ·  Admin →
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  9. Connectwise

    Integration with ConnectWise

    14 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Mass export variables

    Ability to mass export variables list from the document or the template.

    14 votes

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

    13 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Allow to link documents to records within ZendeskSell similar to Pipedrive and Salesforce

    Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

    13 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  13. Field tags - 'Autofill with Signing Date'

    PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.

    It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.

    12 votes

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    2 comments  ·  Integrations  ·  Admin →
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  14. Automations for Monday CRM.

    Automations for Monday CRM.

    12 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. 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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  16. Use Ticket object to create docs from Hubspot

    Should be possible to use ticket object to create docs from Hubspot

    12 votes

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    3 comments  ·  Integrations  ·  Admin →
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  17. Monday.com subitem column (subitems)

    12 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Select a template automatically salesforce

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

    12 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. ClickUp

    Integration with ClickUp

    12 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  20. Add PandaDoc component to SalesForce community page

    Be able to add PandaDoc component to SalesForce community page

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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