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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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1054 results found

  1. 29 votes

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  2. 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

    27 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. Tokens cross-object population for Salesforce.

    27 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. 26 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  5. Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog

    25 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  6. Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    25 votes

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    Idea  ·  9 comments  ·  Integrations  ·  Admin →
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  7. Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    25 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  8. Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc

    25 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  9. 25 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  10. 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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  11. Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    24 votes

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  12. 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.

    23 votes

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  13. The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).

    22 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  14. 21 votes

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  15. Integration with Acumatica

    21 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  16. Ability to Bulk Send from CRM

    21 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  17. Ability to set up SEPA direct debit through PandaDoc

    21 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    21 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  19. 20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  20. pass line items formatting from hubspot

    19 votes

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