Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Allow users to utilize PandaDoc while on MS Dyanmics' Context IQ feature.

    • Context iQ allows collaboration with colleagues or customers right from Dynamics 365. Start a chat without switching apps and stay focused on the task at hand.

    https://dynamics.microsoft.com/en-us/dynamics-and-teams/

    2 votes

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  3. provide content library item id, name and other properties when pulling template details from GET request.
    in content placeholders section?

    "content_placeholders": [
        {
            "uuid": "",
            "block_id": "Content Placehoder 1",
            "description": ""
        },
    

    {
    "uuid": "",
    "blockid": "Content Placehoder 1",
    "description": ""
    },
    {
    "uuid": "",
    "block
    id": "Content Placehoder 1",
    "description": ""
    }
    ],

    1 vote

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  4. 2 votes

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  5. 1 vote

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  6. 1 vote

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  7. 1 vote

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  8. To avoid any products potentially not being pulled in from HubSpot in case there is no merge rule created for this product to be pulled into specific section. Option to create a rule: for each variation of “category “in the listed products, then the system creates a table section for each category and places the products from that category into that section? Including a section for products with no category.

    1 vote

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  9. 1 vote

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  10. 2 votes

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  11. Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document

    https://pandadoc.zendesk.com/agent/tickets/385842

    1 vote

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  12. SCORE CRM

    1 vote

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  13. collect payments with Tickets.com/ProVenue

    1 vote

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  14. collect payments with payonlineticket.com

    1 vote

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  15. Scorp CRM

    1 vote

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  16. Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.

    1 vote

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  17. Option using zapier to update catalog items

    • this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]
    1 vote

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  18. Utilize the WorkOrder standard object in salesforce and use with PandaDoc integration

    1 vote

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  19. Export documents/proposals from Apple's Pages directly into PandaDoc.

    2 votes

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  20. 1 vote

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