Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. When I click on create document from the opportunity record in Copper, it doesn't suggest me directly the customer email but it put inside the pe-assigned one that I saved by mistake in the role settings.
    Is there any chance that when I click on create document from the opportunity record, the system automatically adds the customer's email?

    1 vote

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  2. At the moment (25 August 2020) it is possible to pull only the following contacts fields when you create a document from Company record in Hubspot : first name, last name, email address, phone, company name, job title, street address, city, postal code, country, state/region. The feature request is to be able to push contacts date of birth & contacts custom fields when you create a document from the Company record in Hubspot

    1 vote

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  3. WaveApps to create and send invoices for integration

    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

    1 vote

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  7. 1 vote

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  8. Ability to pull created in PandaDoc contacts to Pipedrive

    1 vote

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  9. can i hook a SQL server up to this program?? I just want to be able to link my server to the form, for auto population and features, communication back and forth, to and from the document

    1 vote

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  10. I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.

    1 vote

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  11. Allow integrations (Hubspot in particular) work without enabling cross-site tracking.

    1 vote

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  12. CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

    1 vote

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  13. after the client finishes the payment, can I redirect him to a specific page (like my website)?

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. The option to unlink and relink documents from all the SF objects.

    1 vote

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  17. Salesforce integration - Would like to deactivate the "create document" button in the iframe until the opportunity is approved in salesforce (not closed won). Once opp is approved, then the document creator has access to create and send the Pandadoc. Alternatively, allow document creation but restrict sending until opp is approved in salesforce. Customer does not want the document to be sent out at all (even internally) unless opp is approved first.

    1 vote

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  18. 1 vote

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  19. so we use world pay
    we cant link that to your app

    1 vote

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  20. 1 vote

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