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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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741 results found

  1. Ability to set up SEPA direct debit through PandaDoc

    21 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. 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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  3. Looking for PD and MS Dynamic to have a 2 way sync

    20 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Admin →
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  4. 20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  5. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    19 votes

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  6. pass line items formatting from hubspot

    19 votes

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  7. an option to use a custom field with data merge in Hubspot

    19 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. PandaDoc Integration with Airtable

    18 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. integrate with Pabbly Connect

    17 votes

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  10. Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.

    17 votes

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  11. The option to set up 1 PandaDoc user to several Pipedrive accounts.

    17 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  12. 17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. 16 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  14. Integration with BankID
    https://www.bankid.com/en/

    16 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce

    16 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  16. It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    15 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  17. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Ability to set the document title of a newly created document from info in Salesforce

    14 votes

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  19. Integrate Pandadoc with google Workspace

    14 votes

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  20. Integration with ConnectWise

    14 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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