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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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748 results found

  1. When documents are completed send data to credit agency for approval

    1 vote

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  2. 1 vote

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  3. native ERP connection with Docusign

    1 vote

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  4. 1 vote

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  5. integration with proprietary video platform

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  6. Salesforce: correct values for searchable fields (like time and address)

    1 vote

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  7. VB scripts

    1 vote

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

    1 vote

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

    1 vote

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  11. 1 vote

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  12. wants to sign completed docs with adobe esign

    1 vote

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  13. Integration with JazzHR

    1 vote

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  14. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Native integration with Daylite CRM

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  16. 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.

    1 vote

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  17. Theoretically you can add a CC to any created document on Zapier pulling the form from Hubspot. But in reality Pandadoc do not allow to send the document in CC while the creation was initiated visa Zapier. Need to allow CC recipients in Pandadoc when trigger by a zapier task.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Iintegration with Etapestry

    1 vote

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  19. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Integrations with QB, Bomb bomb

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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