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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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640 results found

  1. Slack Channels - Receive Pandadoc Notifications.

    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.

    30 votes

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    3 comments  ·  Integrations  ·  Admin →
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  2. ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign

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

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. Make.com

    make.com integration

    9 votes

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    3 comments  ·  Integrations  ·  Admin →
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  4. 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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  5. [Integration]: Go High Level CRM

    Add the CRM Go High Level to PandaDoc

    7 votes

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    2 comments  ·  Integrations  ·  Admin →
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  6. Import / Update contacts in PandaDoc using Zapier (across all workspaces)

    Import contacts in PandaDoc using Zapier (across all workspaces)

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. Hibob HR Software

    Hibob HR Software integration

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Add Webhooks for Templates

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

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. 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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    0 comments  ·  Integrations  ·  Admin →
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  10. Ability to save bundled documents separately within Salesforce

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

    7 votes

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  11. 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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  12. ChargeBee

    Integration with ChargeBee

    10 votes

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    2 comments  ·  Integrations  ·  Admin →
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  13. PaySimple

    Ability to integrate with PaySimple as payment gateway

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Generate link for draft document

    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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    0 comments  ·  Integrations  ·  Admin →
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  15. 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

    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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  16. Have Monday.com sub-item columns on the parent item variable list

    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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  17. limit document creation to be only created from CRM at the template level

    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. Calendly

    ability to integrate Calendly

    9 votes

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  19. add products from Pipedrive to catalog automatically (sync)

    add products from Pipedrive to catalog automatically

    https://pandadoc.zendesk.com/agent/tickets/522217

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. GoHighLevel CRM

    GoHighLevel CRM

    11 votes

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