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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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632 results found

  1. Monday.com formula columns

    45 votes

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    7 comments  ·  Integrations  ·  Admin →
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  2. Slack Channels - Receive Pandadoc Notifications.

    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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    3 comments  ·  Integrations  ·  Admin →
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  3. Switch Workspaces in Salesforce

    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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  4. Tokens cross-object population for Salesforce

    Tokens cross-object population for Salesforce.

    28 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  5. Ability to integrate PandaDoc with monday.com desktop app

    27 votes

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    2 comments  ·  Integrations  ·  Admin →
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  6. Stripe + Plaid

    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. Multiple Stripe accounts per workspace

    26 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  8. Salesforce, link PandaDocs to a custom Salesforce object

    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. Pull product data from Freshsales to pricing tables

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  10. Replace unfilled variables with blanks when creating docs via Zapier

    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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    0 comments  ·  Integrations  ·  Admin →
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  11. Bulk Send from CRM

    Ability to Bulk Send from CRM

    25 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  12. MS Dynamics two-way sync (2-way sync)

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

    23 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Admin →
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  13. Airtable

    PandaDoc Integration with Airtable

    23 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  14. Acumatica

    Integration with Acumatica

    22 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  15. SEPA Direct Debit

    Ability to set up SEPA direct debit through PandaDoc

    22 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Copper link to deal ev2

    20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  17. Mass export variables

    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. BankID

    Integration with BankID
    https://www.bankid.com/en/

    19 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Link documents from PandaDoc to Zendesk Sell

    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. Pabbly Connect

    integrate with Pabbly Connect

    17 votes

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    7 comments  ·  Integrations  ·  Admin →
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