Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. Salesforce reporting feature with PandaDoc integration.

    1 vote

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  4. add TransferWise for payment option in PandaDoc

    1 vote

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  5. 1 vote

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  6. 1 vote

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  7. sending a document out only after a payment is submitted

    1 vote

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  8. Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments

    1 vote

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  9. 1 vote

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  10. 1 vote

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  11. 1 vote

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  12. 2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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  13. 1 vote

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  14. paperform native integration: pull data from new submission to the doc

    1 vote

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  15. pass data from contact to PandaDoc, update the status of the status of the opp once the contract is signed

    1 vote

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  16. Native integration with Basecamp https://basecamp.com/

    1 vote

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  17. "When viewing the webhook history it takes a very long time to view the latest webhooks that were just ran. The webhook history has dates from 2018 to present day. Can a feature be added to the webhook history to view a date range or be able to page through the history?"

    1 vote

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  18. 1 vote

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  19. 1 vote

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  20. 1 vote

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