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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1022 results found

  1. 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

    1 vote

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  2. 1 vote

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  3. Integration with RevTrack

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  4. 1 vote

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  5. 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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  6. 1 vote

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  7. When sending a document via the pandadoc API it is useful to set the replay to email per document. This way the emails can be routed to an individual vs a system user.

    1 vote

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  8. sync the opportunity currency from SF and change the proposal currency in pandadoc and sync a custom field for the cost element from SF to PD.

    1 vote

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  9. 1 vote

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  10. Improving the quality of how the PDF is displayed when creating documents from a PDF via API. As of the moment the PDF in the generated PandaDoc document looks a little bit blurry due to the fact that once the document is created from a PDF via API, the PDF is converted to an image so that for the purpose of preserving all the data within the PDF and correspondence of fields placement in the generated PandaDoc document, and thus the quality is affected to some extent

    1 vote

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  11. 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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  12. 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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  13. use LaTex to PandaDoc

    1 vote

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  14. 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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  15. 1 vote

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  16. 1 vote

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

    1 vote

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  18. integrate with AccuLynx

    1 vote

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  19. Adyen integration

    1 vote

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  20. Interested in using the Moneris payment option with PandaDoc

    1 vote

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