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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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944 results found

  1. Option for Pipedrive 2 way sync

    41 votes

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  2. We have pricing tables based on other objects (e.g. quotes, orders, custom objects). The recently released solution which passes currency from Salesforce opportunities to PandaDoc documents is nice, but it does not cover our needs. We don't create any pricing tables from Opportunities. Also, basing currency on the user's locale is not a solution for us, as currencies are product-specific, not user-specific. And it would be ideal to minimize the number of templates we need to create by having the currency automatically passed through.

    (here is the link to the recently delivered idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40965565-pricing-table-currency-based-on-salesforce-opportu)

    3 votes

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  3. The ability to sign documents in CRM iFrames without having it open a new tab.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. The customer prefers that Stripe execute the recurring charge in the following year rather than requiring the customer to pay upfront. This applies when they have specified one item with a fixed price and another item set for recurring charges in the upcoming year.

    2 votes

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  5. receive SMS when the document is created vis Zapier

    2 votes

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  6. Currently, when you link a document from PandaDoc side to Salesforce, you can search the Opportunity by name and link the document.
    Needs to have an option to search the Opportunity by ID and link it to the Salesforce. This will help to eliminate the possibility of linking the document to the wrong SFDC opportunity in case of similar naming.

    2 votes

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  7. Ability to link forms and not just documents to CRM deal pages

    2 votes

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  8. 2 votes

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  9. Native integration with HR Management System Rexx Systems

    2 votes

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  10. AgencyBloc (a CRM for insurance brokers)

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. Support the ability to add a recipient to a Room using Zapier.

    2 votes

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  12. Ability to Integrate Rooms with Salesforce

    3 votes

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  13. The employee who added variables to our PandaDoc templates via Monday.com items is no longer with us. I currently have multiple Monday.com boards with active items being used as variables connected to multiple PandaDoc templates. The problem is I have no idea which variables listed in Monday.com are connected to which templates in PandaDoc. I'm trying to figure out the best way to find out where the variables are connected/integrated in Monday.com and vice versa.

    3 votes

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  14. I would like to be able to assign an approver (from an approval group or just to a step) on a document created from Salesforce - but I would like to assign this approver automatically based on a field in Salesforce

    2 votes

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  15. We would like to retrieve the files uploaded to collect files field via Zapier to MS SharePoint

    3 votes

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  16. Ability to integrate with Tabby System

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. 2 votes

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  18. Guidewire Integration to implement integrations between InsuranceSuite and third party apps

    2 votes

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  19. the PandaDoc folders sorted by most used not by recently added in Microsoft Dynamics

    2 votes

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  20. 2 votes

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