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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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758 results found

  1. Notion integration

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. Ability to use different PayPal accounts for different templates within one PandaDoc account.

    5 votes

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  3. when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration

    5 votes

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  4. 5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Sort templates when creating documents via CRM integrations by Title, etc.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Ability to select multiple pricing tables in zapier.

    5 votes

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  7. For example, the customer may add a variable, or update a current one, and would like the ability to not have to enter the information manually.

    5 votes

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  8. We would like to have visibility on the sequence number of the documents in the document list. At the moment you can only see the document name which is not enough information for us and requires us searching Pandadoc to find out the number.

    5 votes

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  9. Link creation with MS Dynamics.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. We would love to be able to pull images right out of CompanyCam and add into our proposal!

    5 votes

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  11. Please add a feature to access child Object attributes of any Parent Object in SalesForce, i.e in Opportunity there should be a feature to define Tokens for Opportunity Line Items as Line Items are in Child relationship to Opportunity.

    5 votes

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  12. When a product is made optional in the pricing table, if a client chooses it, it adds to the opportunity products. If the product is already in SFDC products but is not chosen, it is removed.

    5 votes

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  13. link an existing document to an item in Monday through the integration?

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Introduce native automate.io integration

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Customer would like to be able to integrate the payment gateway with their proprietary payment processor.

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Currently, Editor 2.0 Templates shared across Workspaces cannot be used to create new Documents with integrations. Can only be created in original Workspace. However, it is currently possible with EV1 Templates. Customers would like this ability with EV2 as well.

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. library of already added designs from Canva in PandaDoc

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Zoho: to pull information from subforms

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Associate a completed Form response to a Salesforce record.

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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