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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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1307 results found

  1. 23 votes

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  2. Customer is needing to integrate with an eVault solution as they are in the financial industry and their customers require them to work with one. At this time we do not have a native integration or work with any eVault solutions. Even though we have an open API, eVault companies typically don't have a open API as their goal is to remain protected so they are closed. This deal itself is worth $40k-80k ARR currently and are probably going to lose it because of this reason. I'm sure there are others we have lost as well. This is a huge…

    9 votes

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

    14 votes

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  4. A very popular software that the legal industry uses is Clio. It's essentially their version of a CRM. We unfortunately do not have a native integration with Clio. The only way to connect us with them is through a third party such as Zapier which adds complexity to a workflow. Lawyers are one of the few professions that are willing to spend the extra money to make their lives easier. While speaking with a law office today, they loved our product and all that it could do, but since we lack the native integration with Clio, there's a good chance…

    5 votes

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  5. pass Pipedrive product image to PD pricing table similar to PD catalog

    4 votes

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  6. 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.

    15 votes

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  7. Option to add a variable and populate the recipient's name in the email message when you send the documents via Google Sheets integration

    2 votes

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  8. Option to create folders via API

    2 votes

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  9. Option for 2 way sync with HubSpot

    3 votes

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  10. It would be helpful to have the emails sent from PandaDoc for documents copied into HubSpot.

    2 votes

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  11. Option to pass values from variables that are not used in a document to Zapier.

    2 votes

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  12. make.com integration

    7 votes

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  13. Move folders through API. Ability to download the folder and/or archive into subfolders.

    2 votes

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  14. Ability to integrate with SecurityTrax

    3 votes

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  15. 2 votes

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  16. Would like to ability to allow recipients to pay before document has been fully completed by other signers. For example, allow signer one in the signing order to finalize their signatures, pay, and then send to the next signer in the signing order.

    3 votes

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  17. We'd like to make a table using API and fill it out with content

    3 votes

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  18. Take Hiring manager contact information from the Offer object (for now only Candidate is available).

    2 votes

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  19. 2 votes

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  20. 2 votes

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