Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 2 votes

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  2. Ability to map document field data into Pipedrive

    2 votes

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  3. Currently when we merge rich text field from salesforce, the html code are merged together with the data. Is there anyway to overcome this, i just need to data withput the coding

    2 votes

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  4. Ability to use 2 way sync for products in SFDC lightning

    2 votes

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  5. Native Qualtrics Integration

    2 votes

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  6. Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)

    2 votes

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  7. 2 votes

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  8. Payment link to be mandatory in PandaDoc( like a button)

    2 votes

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  9. pass variables/a variable to the document name through zapier

    2 votes

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  10. Native Integration with Activecampaign CRM

    2 votes

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  11. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
  12. Have the same functionality as PD word extension but within Google docs

    2 votes

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  13. Link Salesforce record expiration setting to PandaDoc document

    2 votes

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  14. Pull user email address from Contact object in MS Dynamics

    2 votes

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  15. 2 votes

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  16. Microsoft 365 integration

    2 votes

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  17. At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.

    2 votes

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  18. The ability to pull products from MS Dynamics into specific table or sections when creating a document.

    2 votes

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  19. 2 votes

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  20. 2 votes

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