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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1054 results found

  1. PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.

    It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.

    12 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. Automations for Monday CRM.

    12 votes

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  3. Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.

    12 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. 12 votes

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  5. Choose the PandaDoc template automatically based on salesforce field value or salesforce product

    12 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Integration with ClickUp

    12 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  7. Be able to add PandaDoc component to SalesForce community page

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  8. PandaDoc integration with Lever (HR Recruiting software/CRM)

    12 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. 12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. Option to have Quickbooks as Intergation.

    Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. pull the Salesforce lie items in the same order they are in SF

    11 votes

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  12. Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. 11 votes

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  14. In the assign people to roles screen and choose to Add new contact > click Show more field, the Job title field is not included. Client will have to go to PD contacts tab to add this details for the variable to work.

    11 votes

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  15. 11 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  16. Improve Zapier functionality with new features, like tracking certain info, etc.

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. 11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. Ability to use the hubspot mobile app with PandaDoc

    11 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  20. Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.

    11 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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