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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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640 results found

  1. Sales Screen Integrations

    1 vote

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  2. 1 vote

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  3. we should be able to automatically change the name of the SF products in the pricing tables. For example if we have a product called EC in SF can we have it displayed as Employee compliance in the pricing table when this is pulled in

    1 vote

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  4. Integration with RevTrack

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  5. 1 vote

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  6. Client does not want to see the status as the name of the document in the notes view. He would like to be able to change the name to the actual document name instead of seeing the document status.

    1 vote

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  7. 1 vote

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  8. Allow for integration between Zendesk Sell and PD the capability of pre-asssigning the recipients to the role when creating a document within Zendesk Sell (EV2)

    1 vote

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  9. option to prevent sfdc product 2 way sync from triggering on expired status change. currently its for any status

    1 vote

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  10. use LaTex to PandaDoc

    1 vote

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  11. Ability to integrate with Ordway and create a seamless quote-to-cash experience for customer, and tie that info/payment in with their billing system.

    1 vote

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  12. 1 vote

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  13. Ability signature too for applications or forms that are not in panda.

    1 vote

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  14. integrate with AccuLynx

    1 vote

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  15. Adyen integration

    1 vote

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  16. Allow offer for financing through Great America Financial. Finance calculation based on total quote.

    1 vote

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  17. 1 vote

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  18. Video integration with Dacast.com

    1 vote

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  19. This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.

    1 vote

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  20. 1 vote

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