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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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640 results found

  1. 40 votes

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  2. 2 way sync with Monday

    39 votes

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  3. Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.

    30 votes

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  4. 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

    30 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  5. Tokens cross-object population for Salesforce.

    28 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. 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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  7. 26 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  8. Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  9. 26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  10. Ability to Bulk Send from CRM

    25 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  11. If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    24 votes

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  12. 23 votes

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  13. Integration with Acumatica

    22 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  14. Looking for PD and MS Dynamic to have a 2 way sync

    21 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Admin →
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  15. Ability to set up SEPA direct debit through PandaDoc

    21 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. PandaDoc Integration with Airtable

    20 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. 20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  18. 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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  19. Integration with BankID
    https://www.bankid.com/en/

    19 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. integrate with Pabbly Connect

    17 votes

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