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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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633 results found

  1. Zapier: Ability to attach PDFs

    Ability to attach PDFs via Zapier

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Google Calendar

    Ability to integrate with Google Calendar to use automation like sending documents.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. Salesforce Contact role additional Fields mapping

    Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code

    5 votes

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  4. Hibob HR Software

    Hibob HR Software integration

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. PayPro/Przelewy24

    If you're looking seriously at the Polish market it would be a great idea to integrate with PayPro/Przelewy24 as a payment gateway.

    It's an online payment system everybody here uses and loves. Especially the BLIK functionality. Very convenient.

    The integration should be simple enough.

    5 votes

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    3 comments  ·  Integrations  ·  Admin →
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  6. Generate a variable for formula columns in monday.com

    The formula variable is missing from the list of variables available on PandaDoc, to populate from monday.com to PandaDoc, to just populate the final output number of the formula.

    5 votes

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  7. Attach completed PDF to Leadconnector CRM via Zapier

    5 votes

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  8. Manage integrations via Integrately

    To have the option to directly manage integrations via Integrately.

    5 votes

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  9. checks with Quickbooks

    collect checks with Quickbooks

    5 votes

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  10. Notion

    Notion integration

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. Ability to use different PayPal accounts within one PandaDoc workspace.

    Ability to use different PayPal accounts for different templates within one PandaDoc account.

    5 votes

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  12. Created by in salesforce should be the document creator

    when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Update Zapier to include 'Change Document Status' action

    5 votes

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  14. Sort templates shown when creating documents via CRM integrations

    Sort templates when creating documents via CRM integrations by Title, etc.

    5 votes

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  15. Ability to select multiple pricing tables in zapier.

    Ability to select multiple pricing tables in zapier.

    5 votes

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  16. The ability to update monday.com variables automatically.

    For example, the customer may add a variable, or update a current one, and would like the ability to not have to enter the information manually.

    5 votes

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  17. Sequence number visible in Pipedrive integration document list

    We would like to have visibility on the sequence number of the documents in the document list. At the moment you can only see the document name which is not enough information for us and requires us searching Pandadoc to find out the number.

    5 votes

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  18. CompanyCam

    We would love to be able to pull images right out of CompanyCam and add into our proposal!

    5 votes

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  19. A feature to access Child Object attributes from Parent Object. SalesForce

    Please add a feature to access child Object attributes of any Parent Object in SalesForce, i.e in Opportunity there should be a feature to define Tokens for Opportunity Line Items as Line Items are in Child relationship to Opportunity.

    5 votes

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  20. Automate.io

    Introduce native automate.io integration

    5 votes

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