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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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748 results found

  1. Dynamically pull images/field data from LogicGate program

    1 vote

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

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

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  4. Toast Restaurant POS integration

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

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

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

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  9. Sales Screen Integrations

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  10. 1 vote

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  11. 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

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  12. Integration with RevTrack

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  13. 1 vote

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  14. 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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  15. 1 vote

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  16. 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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  17. 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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  18. use LaTex to PandaDoc

    1 vote

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  19. 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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  20. 1 vote

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