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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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1029 results found

  1. pulling rich text field from Hubspot to PandaDoc

    2 votes

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  2. 4 votes

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  3. 3 votes

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  4. When creating a document from a CRM it brings over the products into the pricing table based on sequence number. II'd like to choose how the table is sorted.

    7 votes

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  5. integrate with Pabbly Connect

    14 votes

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  6. 4 votes

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  7. 17 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  8. 2 votes

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  9. Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.

    2 votes

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  10. Salesforce Rich Text Fields format copying

    I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!

    19 votes

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  11. 2 votes

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  12. PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
    Goal: reduce applications for users to log into. View PandaDoc reporting within iFrame in Salesforce.

    3 votes

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  13. Specify the currency for the pricing table in the document when creating the document via API

    2 votes

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  14. 2 votes

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  15. The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)

    -This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.

    2 votes

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  16. PD API will support React

    1 vote

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  17. LaborEdge is a software for healthcare companies that brings hospitals, staffing agencies and healthcare workers together. It already has an integration with Docusign, Hubspot. However not available with PandaDoc even via Zapier or Integromat.

    1 vote

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  18. 2 votes

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  19. Expand the current Character limit of 1000 characters that can be transferred to a field from a Salesforce Opportunity. At the moment, only 1000 characters can be transferred which limits certain cases to be able to create documents from the Opportunities that exceed this limit.

    1 vote

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  20. Pandadoc API integrate with Bubble

    1 vote

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