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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1028 results found

  1. send a document to signature via Salesforce automatically

    send a document to signature via Salesforce automatically

    10 votes

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    3 comments  ·  Integrations  ·  Admin →
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  2. Dynamic document owner: Allow Zapier to change document owner

    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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    0 comments  ·  Integrations  ·  Admin →
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  3. Bill.com

    Ability to connect with Bill.Com

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. Bitrix24

    Integration with Bitrix 24

    10 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  5. Capsule CRM

    Integration with Capsule CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Suite CRM

    Integration with Suite CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. InfusionSoft / Keap

    Integration with InfusionSoft / Keap

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  8. Create documents through Pipedirve on the PD mobile app.

    PanadaDoc App - PipeDrive App Integration.

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. Import / Update contacts in PandaDoc using Zapier (across all workspaces)

    Import contacts in PandaDoc using Zapier (across all workspaces)

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Ability to save bundled documents separately within Salesforce

    Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Zelle Payment Gateway

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. separate sandbox vs production webhooks

    way to control, limit, or identify when a webhook is being sent for a test document vs a production one

    9 votes

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    2 comments  ·  Integrations  ·  Admin →
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  13. freshsales

    It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Link existing document for Monday.com Integ

    link an existing document to an item in Monday through the integration?

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.


    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.


    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

  15. Integration with screen readers (Jaws - a screen reading app)

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Automatically add Pipedrive custom product fields to pricing table

    Automatically add Pipedrive custom product fields to pricing table

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. pull the value to variables with Zapier

    pull the value to variables with Zapier

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Shopify Product sync

    Would love to see the ability to pull product info from Shopify.

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. contact's variables in variable list in the Opportunity in Salesforce

    having contact's variables in variable list in the Opportunity in Salesforce

    9 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  20. Smartsheet

    Integration with Smartsheet

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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