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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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629 results found

  1. Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. make.com integration

    10 votes

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  3. Add the CRM Go High Level to PandaDoc

    8 votes

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  4. Import contacts in PandaDoc using Zapier (across all workspaces)

    9 votes

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  5. Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.

    9 votes

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  6. 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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  7. Hibob HR Software integration

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code

    5 votes

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  9. 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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  10. 4 votes

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  11. Integration with ChargeBee

    10 votes

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  12. 28 votes

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  13. ability to integrate Calendly

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Ability to integrate with PaySimple as payment gateway

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. The actual question we have is if it's possible to generate a link to a document in the draft status, allowing the user to send that link directly to a recipient for e-signature instead of having the document sent through PandaDoc app.

    4 votes

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  16. filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. Our current implementation does not allow us to list subitem columns on the parent item variable list. Would like to be able to have them available as tokens.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. limit document creation to be only created from the CRM at the template level
    This will assist with adoption and further implementing best practices.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. GoHighLevel CRM

    11 votes

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  20. Integration with Dynamics 365 Business Central

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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