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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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748 results found

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

    1 vote

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  2. integrate with AccuLynx

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  3. Adyen integration

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

    1 vote

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  5. 1 vote

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  6. Video integration with Dacast.com

    1 vote

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  7. 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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  8. 1 vote

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  9. 1 vote

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  10. 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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  11. Ability to pass both formats of taxes simultaneously

    1 vote

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  12. Support OpenID connect via Oauth flows.

    1 vote

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  13. 1 vote

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  14. 1 vote

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  15. 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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  16. 1 vote

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  17. 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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  18. 1 vote

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

    1 vote

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

    1 vote

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