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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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640 results found

  1. PandaDoc integration with Lever (HR Recruiting software/CRM)

    12 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. GoHighLevel CRM

    11 votes

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  3. Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. Lawpay is the most widely used payment gateway for lawfirms across the country.
    Note: Affinipay is the parent company

    11 votes

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  5. 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?

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. In the assign people to roles screen and choose to Add new contact > click Show more field, the Job title field is not included. Client will have to go to PD contacts tab to add this details for the variable to work.

    11 votes

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  8. Improve Zapier functionality with new features, like tracking certain info, etc.

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. 11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.

    11 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  11. 11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Integration with ChargeBee

    10 votes

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  13. 10 votes

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  14. have a PandaDoc documents status show in Monday.com for a particular row based on an email address

    10 votes

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  15. To be able to separate the webhook trigger for completed and expired documents.

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. send a document to signature via Salesforce automatically

    10 votes

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  17. Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.

    10 votes

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  18. Integration with workday to allow for documents to be sent out of workday and tracked.

    10 votes

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  19. Integration with Bitrix 24

    10 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  20. Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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