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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 5 votes

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  2. Integration with AmoCRM,

    5 votes

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  3. 5 votes

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  4. 5 votes

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  5. Ability to pass custom product fields from Salesforce as currency.

    5 votes

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  6. 2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    5 votes

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  7. 5 votes

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  8. sync pandadoc and zendesk sell contacts

    5 votes

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  9. 5 votes

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  10. 5 votes

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  11. limit document creation to be only created from the CRM at the template level
    This will assist with adoption and further implementing best practices.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Conditional placeholder value based on CRM value
    - customize placeholder value based on a condition value from CRM

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Have a way to upload exported data from Docusign to PandaDoc.

    4 votes

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  14. Option to link documents from PandaDoc to Active campaign

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. 4 votes

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  16. 4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. 4 votes

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  18. Option using zapier to update catalog items

    • this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]
    4 votes

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  19. 4 votes

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

    4 votes

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