Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    48 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  2. 14 votes

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  3. Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
    Please vote for this feature and let us know what would you expect to see in the integration!

    15 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  4. Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
  5. pull the information that client selected with multiple choice with Zapier

    5 votes

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  6. SugarCRM updated to version 10.3 and no longer integrates with PandaDoc

    4 votes

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  7. 4 votes

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  8. Looking to add a subtotal prior to discount column mapping from my HubSpot account.

    2 votes

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  9. change document owner in API.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
  10. 54 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  11. Associate a completed Form response to a Salesforce record.

    3 votes

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  12. 10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  13. Possibility to send a payment reminder to the recipients in Editor 2.0

    16 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  14. True two way sync so that anything (variables, pricing table, etc) that is updated in a PandaDoc syncs back to the SFDC record and visa versa

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  15. option to change checkboxes from True/False to numerical values instead, ie. 1 and 0 when exporting data from PandaDoc docs via Zapier

    2 votes

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  16. A direct integration with Dropbox which will allow users to access it via Settings > Integration in a workspace.

    2 votes

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  17. 2 votes

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  18. Update salesforce opp once the document is completed without Zapier.

    2 votes

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  19. Stripe integration to pull info into PandaDoc documents, integration is not supposed to be used for payments

    3 votes

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  20. Would love to see the ability to pull product info from Shopify.

    2 votes

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