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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1040 results found

  1. The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).

    17 votes

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  2. Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.

    18 votes

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  3. make.com integration

    8 votes

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

    4 votes

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

    4 votes

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  6. Add Webhooks for Templates, following the existing pattern for Documents.
    Events:
    Create
    Update | following version history
    Delete
    Usage

    5 votes

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  7. 8 votes

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  8. total value added to this endpoint to reduce API calls

    3 votes

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

    4 votes

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  10. Using your api we upload a pdf with fields that are set automatically, it would be useful to set the date field to accept only future dates. Using your UI we can manually do that when creating a document from a template via API, but there is no specific syntax to do it via the PDF in the API.

    7 votes

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  11. 3 votes

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  12. filter out manually completed documents from the GET documents API call?

    3 votes

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  13. Hibob HR Software integration

    3 votes

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  14. 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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  15. Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
    1) Quickbooks looks for pricing table and products in it (by name);
    2) If there is a match, product is put to Sales receipt;
    3) If there's no match, new product is created and put to Sales receipt;
    4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])

    3 votes

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  16. Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.

    3 votes

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  17. 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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  18. 3 votes

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  19. Add the option to hide the columns in pricing table via API.

    3 votes

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  20. ability to integrate Calendly

    8 votes

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