Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. HR platform used for onboarding new employees. Would be nice to create documents from here and pull in the new employee info.

    1 vote

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  2. 2 votes

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  3. Be able to integrate with Paylocity. Would like to automatically download a completed PDF and upload it to the employee file in Paylocity.

    1 vote

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  4. Bomb Bomb is is an email video platform, similar to Vidyard, however when sent there is instant movement and a gif is being played for the viewer before they click to watch.
    Love to be able to add the gif on Editor as well as the Video itself.

    https://vid.us/2un8go

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  5. If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    1 vote

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  6. Notify the user to reset API key (SF integration) so that the triggers work correctly. For ex., the issue with attach PDFs to notes and attachments has been resolved twice via resetting the API Key. However, there was no notification for the user that the Key got expired

    1 vote

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  7. We have a product in HubSpot with a multi-line description. It would be idea if the full description comes over in the correct number of lines

    1 vote

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  8. 1 vote

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  9. On our side we're able to read only HMAC signatures in version 512 but you offer only HMAC-256. Are you able to bump-up the HMAC version (or add as another option) or enable option for send custom header with any kind of secret string for verify webhook?

    1 vote

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  10. When you create a new pandadoc via the Hubspot plug-in, the value of the pandadoc should be taken as a custom value, based on the amount field in Hubspot

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  11. pass tokens HubSpot to PD forms

    1 vote

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  12. pull custom line item columns from Hubspot

    2 votes

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  13. Jira integration

    1 vote

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  14. 2 votes

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  15. pass line items formatting from hubspot

    2 votes

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  16. Be able to update products in PandaDoc Pricing table with the opportunity products via clicking the "Refresh Opportunity info" button, which currently updates only SalesForce variables

    1 vote

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  17. Forms feature in Zendesk CRM

    1 vote

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  18. integration with build.com

    1 vote

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  19. Ability to bulk send via integration with Monday.com.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  20. 2 votes

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