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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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989 results found

  1. Option for Pipedrive 2 way sync

    45 votes

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    Hi 👋,

    I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.


    I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.


    We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.


    Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6


    Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.


    Thanks so much, Alex

    Product Manager – Integration Ecosystem

    PandaDoc

  2. 3 votes

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  3. Integration with Creator IQ (available in Docusign).

    2 votes

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  4. 2 votes

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  5. Xactimate direct integration with PandaDoc

    2 votes

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  6. salesforce create documents from google docs

    2 votes

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  7. Ability to update opportunity products and push the data back to Salesforce in Draft Status

    2 votes

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  8. 2 votes

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  9. Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification

    2 votes

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  10. Select which of the workspaces send notifications to Slack

    2 votes

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  11. The option to link PandaDoc documents to Zendesk Support.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Offer the option to use Zapier with the EU server

    4 votes

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  13. Integrate with EngageBay CRM

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Recipient mapping in SF only functions if an email is indicated for the contact which does not allow to auto-sign recipients if there is only mobile number available

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. Option to automatically assign recipient to the role during document creation from Monday.com

    4 votes

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  16. native gainsight integration so a CS and Legal team could create documents directly from GS and sync data between two systems.

    2 votes

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  17. At the moment, bullet points will not sync back into the description (or a custom rich text field) in Salesforce product when using the trigger. It will show as one line.

    2 votes

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  18. 1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  19. Salesforce Automations: Update a Salesforce field with a custom value when a mapped PandaDoc field is updated. For example, when a client chooses 'France' in the dropdown field, 'FR' is pulled to the Salesforce field.

    1 vote

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  20. Ability to bundle two or more templates when creating a document from a CRM. Or Ability to use an uploaded file + PandaDoc template when creating a document from a CRM.

    1 vote

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