7183 results found
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1 vote
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PipeDrive connection
The option to set up 1 PandaDoc user to several Pipedrive accounts.
21 votesHi 👋,
I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.
I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.
We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.
Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6
Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.
Thanks so much, Alex
Product Manager – Integration Ecosystem
PandaDoc
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salesforce: select products you want to appear in pricing table from the opp
SFDC Integration: any way to filter the products on a quote to be included on the contract. i.e. have 6 products on opp but only want to show 5. For example, want SLA to be included on opp as product but don't need that pull into product table. Workaround is using mapping products feature but still too much human error to count on sales reps to delete the product. Other workaround is approval workflow for manager to QC product is removed. Ideally want logic they can set up to take care of this so it's just automated
4 votes -
Pass address fields from Freshsales to Pandadoc
When you select the Contact while creating the doc in FreshSales via the Panda Integration, it pulls in what you said....so they just need to added address fields....thanks!
8 votes -
33 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Search cross workspaces for documents
Allow Search cross workspaces for documents
25 votes -
Multiple lines in variables: insert line breaks in tokens/variables
insert line breaks in tokens/variables
11 votes -
Localization/Recipient view in Polish
Change the recipient view language to Polish (as was available in within Classic Editor)
5 votes -
Ability to delete logo
Ability to delete logo
4 votes -
Allow upload image as an option for Available initials types.
It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.
8 votes -
Create Contacts with No Email
Client would like the option to create a contact without an email. Some of their clients do not have emails
7 votes -
1 vote
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2 votes
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1 vote
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Create and Send document in one API call
Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.
6 votes -
API Strongly typed language
API Strongly typed language
1 vote -
Notifications about all document changes and updates for all recipients
Notifications about document updates for all recipients
21 votes -
Show "Time to Close" in HubSpot once document has been "completed"
Show "Time to Close" in HubSpot sidebar once the document has been "completed". This will help us more easily cross-reference deal amount with time to close.
3 votes -
19 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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3 votes
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