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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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741 results found

  1. 11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. GoHighLevel CRM

    10 votes

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  3. 10 votes

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  4. Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. 10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. To be able to separate the webhook trigger for completed and expired documents.

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Should be possible to use ticket object to create docs from Hubspot

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.

    10 votes

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  9. Integration with workday to allow for documents to be sent out of workday and tracked.

    10 votes

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  10. Integration with Bitrix 24

    10 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  11. Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. Integration with Suite CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. 10 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  15. Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. 10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. PanadaDoc App - PipeDrive App Integration.

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)

    9 votes

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  20. make.com integration

    9 votes

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