Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Customers would like to have ability to integrate with their HR tools like Greenhouse

    1 vote

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  2. Its great to have the file upload option form online storage.

    As an additional option would it be possible to authorize access then link to an external resource within a template? This could be limited to pdf documents and accessed in a similar way to the YouTube integration.

    This would save users time transferring files and PandaDoc paying for additional storage capacity.
    It could also allow for content versions to be managed externally.
    For example

    you have a partners logo pdf on Box.Net

    this is linked in all the templates you want it to be shown

    if you change partners

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  3. Client would like direct integration with freshworks

    1 vote

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  4. Integration would be too complex for the prospect's resources

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  5. 1 vote

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  6. I have the Contact associated with two Accounts in Salesforce and you want to link one document to these 2 Accounts?

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  7. 1 vote

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  8. an option to use a custom field with data merge in Hubspot

    1 vote

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  9. Hide the "New Document" button on the pandadoc widget based on some field logic or opportunity stage.

    1 vote

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  10. Toast Resturant POS integration

    1 vote

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  11. Choose the PandaDoc template automatically based on salesforce field value or salesforce product

    1 vote

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  12. Currently, when data for products in Pipedrive is updated, the PandaDoc pricing table will not update. It's great to see other data on PandaDoc update, but the pricing table data update would be a timesaver!

    1 vote

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  13. want to be able to create hubspot ticket (task) once once PandaDoc is submitted (without Zapier, but with the help of the native integration)

    1 vote

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  14. At the moment only the first name, last name, email, company and phone of a contact could be pulled from Zendesk cell into PandaDoc (doesn't matter if a document is created from a deal or contact). It is possible to pull street, postal code and city only using the tokens from a gear icon when a document is created from a deal (for example, [Contact.City]). The feature request is to be able to pull those fields (city, postal code, street, etc.) for any contact

    1 vote

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  15. Some credit unions use this and would love direct integration. Customer will move once we have it

    1 vote

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  16. Lost a 100 user customer due to not having a direct integration

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  17. ArchiOffice is a project management software for accountants. https://www.bqe.com/products/archioffice

    1 vote

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  18. Sales Screen Integrations

    1 vote

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  19. Option to Remove AMEX as payment option for authorize.net

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  20. 1 vote

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