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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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982 results found

  1. 11 votes

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  2. GoHighLevel CRM

    10 votes

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  3. One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need…

    10 votes

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  4. 10 votes

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

    10 votes

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

    10 votes

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  7. 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?

    10 votes

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  8. 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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  9. 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.

    10 votes

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  10. Integration with Bitrix 24

    10 votes

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  11. 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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  12. Integration with Suite CRM

    10 votes

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  13. The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.

    10 votes

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  14. 10 votes

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  15. Forwarding documents option for API.

    10 votes

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  16. if Australia Stripe BECS is supported for bank transfer payments for Stripe integration for Pandadoc

    10 votes

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  17. Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    10 votes

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  18. Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce

    10 votes

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  19. 10 votes

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  20. PanadaDoc App - PipeDrive App Integration.

    10 votes

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