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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1068 results found

  1. Box.com integration

    Integrate with Box.com

    2 votes

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  2. AgencyBloc (a CRM for insurance brokers)

    AgencyBloc (a CRM for insurance brokers)

    2 votes

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  3. HubSpot - 2 or more tokens in 1 fillable field for merge field section

    2 or more tokens in 1 fillable field for merge field section

    2 votes

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  4. [HubSpot] map token value with the pricing table and calculate it

    2 votes

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  5. Rooms for Salesforce

    Ability to Integrate Rooms with Salesforce

    2 votes

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  6. payment integration with GoDaddy

    payment integration with GoDaddy

    2 votes

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  7. Salesforce: Support Standard Object, Asset

    Add Assets to the objects supported by the SFDC integration.

    2 votes

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  8. Send Slack notifications to CC'd recipients when a document is sent.

    Send Slack notifications to CC'd recipients when a document is sent.

    1 vote

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  9. ConvertCalculator integration

    ConvertCalculator integration

    2 votes

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  10. Ability to check what monday.com variables are used

    2 votes

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  11. add a signature field to the attachment added to the document via Zapier

    add a signature field to the attachment added to the document via Zapier

    2 votes

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  12. Upload files from the document to SharePoint

    We would like to retrieve the files uploaded to collect files field via Zapier to MS SharePoint

    2 votes

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  13. HubSpot: ability to pass total discount (Global terms discount) to PandaDoc pricing table/quote builder block.

    2 votes

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  14. PayU integration

    PayU integration

    2 votes

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  15. Maxio/Chargify Integration

    We previously used the integration with Stripe to collect payment methods with contracts, and now that that integration isn't available with Chargify/Maxio - we have to chase down people and add an extra step to get their method

    1 vote

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  16. Option to transfer files from file-type fields in HubSpot to fields in PandaDoc

    2 votes

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  17. Ability to keep the template currency when importing products from Pipedrive.

    Ability to keep the template currency when importing products from Pipedrive.

    1 vote

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  18. Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.

    Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.

    3 votes

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  19. Formstack integration

    Formstack integration

    2 votes

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  20. UNIX data format from HubSpot

    UNIX data format from HubSpot

    2 votes

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