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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1114 results found

  1. Integration with Gastronovi

    1 vote

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  2. access the status of each contract in Hubspot

    1 vote

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  3. Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.

    1 vote

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  4. attach a document from one deal to another in Pipedrive

    1 vote

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  5. Integration with Discord

    1 vote

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  6. Salesforce (Decision) auto upload on document completions

    1 vote

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    • Will allow the user to pass / sync items from quickbooks to PD pricing table / Advanced quotess
    1 vote

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  7. 1 vote

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  8. Different buttons in Pipedrive aside from create a document

    1 vote

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  9. 1 vote

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  10. I'm building up our workspace structure whilst integrating Pandadocs with our internal systems. I have a Webhook working at the top Workspace level but have noticed it isn't triggered at the child workspace level.

    I've looked at the integrations for the child workspaces and there are no webhook entries. I've viewed the parent webhook, and there's no option to share this across workspaces.

    Is it possible to have a webhook triggered across our entire account? Or would I need to setup a webhook for every single workspace?

    1 vote

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  11. Pulling related lists from Microsoft Dynamics. The client has a related list attached to the Quote record and would like to pull the information from it to the PandaDoc document.

    1 vote

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  12. The client is using Quote as the main object however he would like to pass the values from the fields that are located at the Product object level.

    1 vote

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  13. Would like to see a supported PD integration with Planning Center.

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. Pipedrive released a new feature that allows to enable or disable products when selecting them for a deal (SEE image 1) - when the Pandadoc is created, deselected products are still passed into the Pandadoc pricing table, regardless of toggle (SEE image 2).
    This is unintended behavior, can a fix or patch be made to the integration component to filter our products that have been disabled?

    1 vote

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  17. Fields in the webhook response to appear in the alphabetical order. At the moment they are listed randomly.

    1 vote

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  18. Check box in PandaDoc based on selection in CRM (custom property from dropdown in Salesforce)

    1 vote

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  19. 1 vote

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