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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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629 results found

  1. 45 votes

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  2. Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    32 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  3. 31 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  4. Tokens cross-object population for Salesforce.

    30 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  5. 28 votes

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  6. Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    28 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  7. Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    27 votes

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    Idea  ·  10 comments  ·  Integrations  ·  Admin →
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  8. Ability to Bulk Send from CRM

    26 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  9. 26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  10. If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    25 votes

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  11. Looking for PD and MS Dynamic to have a 2 way sync

    25 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
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  12. PandaDoc Integration with Airtable

    25 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  13. Integration with Acumatica

    22 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  14. Ability to set up SEPA direct debit through PandaDoc

    22 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. 20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  16. The option to set up 1 PandaDoc user to several Pipedrive accounts.

    19 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  17. Ability to mass export variables list from the document or the template.

    19 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. Integration with BankID
    https://www.bankid.com/en/

    19 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

    19 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  20. integrate with Pabbly Connect

    17 votes

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