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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1052 results found

  1. Option for Pipedrive 2 way sync

    33 votes

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  2. 30 votes

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  3. Integrate with LimeSurvey

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. 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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  5. 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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    1 comment  ·  Integrations  ·  Admin →
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  6. 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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  7. 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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  8. 5 votes

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  9. Integration capabilities with WhatsApp

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. 2 different stripe accounts to 1 panda doc account

    3 votes

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  14. Customer would like to link the document to Quote record in SalesForce

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. Link the recipient signing link to the corresponding Salesforce opportunity

    2 votes

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  16. We use iauditor by Safety Culture for our site audit reports. Can Safety Culture be integrated? What would be the cost? As per this link, it can be done https://zapier.com/apps/pandadoc/integrations/safetyculture

    2 votes

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  17. When a variables was not pulled due to non value or when the value of the variables has been added manually.

    2 votes

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  18. I would like to collect data from the customer using a Pandadoc and feed the information back to Hubspot. This data should ideally be stored in the Company object (and not the Deal object).

    2 votes

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  19. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Integrate with RD Station

    5 votes

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