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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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640 results found

  1. 1 vote

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  2. I use the PandaDoc integration in Pipedrive. Is there a way to delete draft contracts from pipedrive without having to log into panda doc and search for the draft?

    1 vote

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  3. Ability to pass both formats of taxes simultaneously

    1 vote

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  4. Support OpenID connect via Oauth flows.

    1 vote

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  5. 1 vote

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  6. 1 vote

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  7. Make a "if-condition" for the tokens-variables from Pipedrive.
    An example would be:
    If [Deal.ContactPerson.Email] is Empty then some condition comes.

    1 vote

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  8. 1 vote

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  9. 2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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  10. 1 vote

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  11. paperform native integration: pull data from new submission to the doc

    1 vote

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  12. Ability to pull account data from ZD support to PandaDoc.

    1 vote

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  13. 1 vote

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  14. Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

    1 vote

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  15. Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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  16. 1 vote

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  17. The option to unlink and relink documents from all the SF objects.

    1 vote

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  18. 1 vote

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  19. Mada Payment (Saudi Arabia)

    1 vote

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  20. 1 vote

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