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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1071 results found

  1. Option for Pipedrive 2 way sync

    33 votes

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  2. 31 votes

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  3. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. Integrate PandaDoc with LimeSurvey

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.

    It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.

    12 votes

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  7. Option in zapier to change the email subject went document is sent

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Power Automate integration

    8 votes

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  9. Integration capabilities with WhatsApp

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Customer would like to link the document to Quote record in SalesForce

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. Do not auto-create a new contact in HubSpot when a contact is created in PandaDoc

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Be able to set up a dropdown so that its filled with information FROM Salesforce, and the updates back IF the customer changes value.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. HubSpot - tokens available on deals for linked/sub/ associated deals

    2 votes

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  14. PandaDoc to support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods through Stripe.

    2 votes

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  15. Generate a contract in HubSpot when a document is completed/signed/paid

    2 votes

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  16. 5 votes

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  17. Vue.js Framework integration

    2 votes

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

    22 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  19. Option to map one field in PandaDoc with several fields in Salesforce, for example, pull contact first and last name fields from SF to one text field in PandaDoc document

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  20. When creating a document in pandadoc and then linking manual to pipedrive, we can search by the deal name but sometimes we have legitimately duplicated deal names. The deal number is the unique identifier but I can't see that from pandadoc. It would be nice to filter the list based on status in pipedrive (ie - ignore anything that's already closed out) or to see the deal number as well. I sometimes have to go into pipedrive, manually edit the deal name of the deal I want to link to (add a 1 at the end for example), search in…

    2 votes

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