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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1028 results found

  1. 2 votes

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    • Allow PandaDoc to respect or dynamically pull the original decimal precision defined in each Salesforce field.

    This would enable mixed formatting in the same document — for example:

    A standard currency value displayed with 2 decimal places (e.g., $1,234.56).

    A calculated rate or fractional value displayed with up to 5 decimal places (e.g., 0.12345), but only if non-zero.

    2 votes

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  2. When utilizing the guided selling piece of CPQ, customer puts together bundled packaging (Ex. Platinum package: includes products A, B, and C). When writing back to Salesforce, the bundled package name only appears and not the products included. This does not allow for accurate reporting/forecasting on their end as they need specific products included.

    2 votes

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  3. roXtra is Quality & document control software for regulated industries (ISO, GxP).
    Key integrations include: Automate approval and signing of controlled documents, Centralize signed documents in roXtra, Maintain audit trails, Trigger PandaDoc workflows from roXtra

    2 votes

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  4. CRM and Program Management built natively on Salesforce, Traction Rec is a vertical solution tailored to: Community and recreation centers, Health and wellness nonprofits, Membership-based organizations

    2 votes

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  5. German HR/payroll system used by multinationals for employee data, payroll processing, and HR compliance. Key integrations points include contracts, HR data sync, employee self-service, audit & retention compliance

    2 votes

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  6. Avature is a flexible ATS/CRM and talent acquisition platform, often used for recruitment and onboarding. Key integration points are offer letters & contracts, candidate signature workflow, document archiving and template customization.

    2 votes

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  7. Ariba is used for procurement, supplier management, and contract lifecycle management (CLM). Key integration points are contract authoring, signature workflow, audit trail sync and vendor onboarding

    2 votes

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  8. Zuora is the go-to platform for managing subscription billing and revenue, especially when you need automation, compliance, and flexibility in recurring business models. PandaDoc can complement Zuora for quote generation and e-signature.

    2 votes

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  9. 2 votes

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  10. Attio is a next-generation CRM (Customer Relationship Management) platform designed for modern, fast-moving teams. Unlike traditional CRMs, it’s highly customizable, collaborative, and built to feel more like a spreadsheet meets a relational database, but with powerful CRM logic baked in.

    2 votes

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  11. The client would like to create a document from Quote object in Salesforce and upon sending or completing the document and changing something in quote line items, write the information back to SFDC.

    2 votes

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  12. View a list of all Salesforce fields that are referenced in active templates/workflows in PandaDoc

    2 votes

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  13. The feature that would allow users to populate variables through SugarCRM tokens from different/multiple modules in the same document.

    2 votes

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  14. Pass Total Tax from Zoho

    1 vote

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  15. Configure the PandaDoc integration in Zendesk to show only on user pages, not on ticket pages.
    • The current integration is designed to be available on both Ticket and User pages in Zendesk Support.

    3 votes

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  16. Ability to REFRESH variables synced to Monday.com. If Monday.com records change, I should be able to REFRESH the variables in PandaDoc to update them. It seems this feature exists for the other major CRM integrations.

    1 vote

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  17. Use Recipient groups in MS Dynamics

    2 votes

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  18. 1 vote

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  19. DocuSign has a native integration with Vanta, offering:

    Automated compliance tracking: Vanta automatically tracks signed security documents (e.g., Acceptable Use Policies, NDAs, security training acknowledgments).

    Real-time syncing: Signed documents in DocuSign are mirrored in Vanta, meaning compliance status updates instantly.

    Audit readiness: Vanta uses DocuSign as a source of truth for signatures, simplifying SOC 2, ISO 27001, etc.

    ❌ PandaDoc does not have a native Vanta integration which hopefully can be available

    3 votes

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