640 results found

1. Export docusign to Pandadoc

   Have a way to upload exported data from Docusign to PandaDoc.

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   Idea  ·  Lindsey Schocke responded

   
   

2. 2 way sync with Active Campaign

   Option to link documents from PandaDoc to Active campaign

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. Pull and set expiration date via CRM (e.g. SFDC)
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

4. Once a document is signed, the completed copy is uploaded to pre-defined Google Drive folder
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

5. Populate ClientTitle variable directly from Sugar CRM
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

6. Ability to use conditional content in Zapier/Integromat.

   Ability to use conditional content in Zapier/Integromat.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. Generate docs with pricing tables products from custom entities in MS Dynamics

   Be able to generate docs with pricing tables from custom entities in MS Dynamics

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. Field tags recognition. Ability to adjust height size/font size.

   Field tags recognition.
   Ability to adjust height size/font size.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

9. PDF attach as files from Monday.com

   get the PDF directly to Monday and not a link

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. convert DOCX file to editable in Salesforce integration

    Be able to upload and convert DOCX file to editable in Salesforce integration

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. Asana

    As an Operations Manager, PandaDoc and Asana both help organize and further business. Integration with Asana would be a mutually beneficial partnership as users can keep their workspace in one platform while also utilizing PandaDoc within that platform. Please consider this as a viable tool!

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. Paylocity

    Be able to integrate with Paylocity. Would like to automatically download a completed PDF and upload it to the employee file in Paylocity.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Google Meet

    Integration with Google Meet

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. [Reporting] Salesforce dashboard

    I would like the ability to report on how many contracts have been sent vs. signed each month. I know we have access to a dashboard within the PandaDoc platform, however we would also like to have access to a PandaDoc dashboard with our Salesforce integration

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. connect different channels in MS Teams to different workspaces in Pandadoc

    connect different channels in MS Teams to different workspaces in Pandadoc

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. Template & CRM Roles mapping: Autofill role with contact Email in Zoho

    Auto assign contact role when creating a document in zoho

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. General setting to disable data merge
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18. 2 way sync for Freshsales

    are we able to trigger updates to the deal stage once the pandadoc has been signed?

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19. Retroactively Attach PDF in Salesforce Opportunity

    Ability to retroactively apply/attach a PDF version for previously completed documents in Salesforce Opportunity.

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20. connect an agreement to a specific Stripe Product

    connect an agreement to a specific Stripe Product

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