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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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640 results found

  1. Expand the search field when syncing a document created in Panda to Salesforce Opportunities - should be able to search for opportunities based on all terms in the opportunity name, rather than exact names.

    1 vote

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  2. It takes 10-15 seconds to create a document from Zendesk Sell in EV2

    1 vote

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  3. Have the document values be on display in Zendesk Sell integration.

    1 vote

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  4. 1 vote

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  5. wants to sign completed docs with adobe esign

    1 vote

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  6. Integration with JazzHR

    1 vote

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  7. 1 vote

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  8. Native integration with Daylite CRM

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  9. Wanted more of an out of the box solution and will revisit this later this year. Requested we pull graphs from tableau for Reps to show audit results on site. Not within out limits.

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  10. Iintegration with Etapestry

    1 vote

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  11. 1 vote

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  12. Integrations with QB, Bomb bomb

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  13. Dynamically pull images/field data from LogicGate program

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  14. Have the option to remove/hide card details field for users to add to docs.

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  15. Hide the "New Document" button on the pandadoc widget based on some field logic or opportunity stage.

    1 vote

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  16. Toast Restaurant POS integration

    1 vote

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  17. At the moment only the first name, last name, email, company and phone of a contact could be pulled from Zendesk cell into PandaDoc (doesn't matter if a document is created from a deal or contact). It is possible to pull street, postal code and city only using the tokens from a gear icon when a document is created from a deal (for example, [Contact.City]). The feature request is to be able to pull those fields (city, postal code, street, etc.) for any contact

    1 vote

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  18. Allow each user to upload from separate google drive accounts rather than the same google drive account

    1 vote

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  19. Lost a 100 user customer due to not having a direct integration

    1 vote

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  20. Integration with ArchiOffice
    ArchiOffice is a project management software for accountants. https://www.bqe.com/products/archioffice

    1 vote

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