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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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744 results found

  1. ability to integrate Calendly

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. Pull in info via tokens with Active Campaign integration

    9 votes

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  3. Is it possible to create one quote using multiple deals? What I’m curious about is if a PandaDoc quote allows you to include all of the products from multiple HubSpot deals to appear in the editable pricing table of a single quote? Rather than creating separate quotes for each deal.

    9 votes

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  4. 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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  5. For the hubspot + panda integration, can we create workflows in hubspot based on actions taken in a panda document. For instance, with the analytics feature (page views, clicks, etc.), do you know if that can be reported back into hubspot to trigger another email? I wasn’t sure if that data was reported into hubspot as well or if that only lives in the Panda platform.

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Integration with workday to allow for documents to be sent out of workday and tracked.

    9 votes

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  7. Podio CRM integration

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. pull the value to variables with Zapier

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. 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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  10. Integration with Smartsheet

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Ability to disable the auto-populations of recipients in SFDC

    9 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  12. Ability to pull created in PandaDoc contacts to Pipedrive

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Recurring fees pull from Hubspot.

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  15. Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. 9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Import contacts in PandaDoc using Zapier (across all workspaces)

    8 votes

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  18. Auto-populate the template role with the contact information from monday.com upon document creation

    8 votes

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  19. I want to set up a zap based on a trigger which include multiple templates

    so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones

    8 votes

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  20. To be able to separate the webhook trigger for completed and expired documents.

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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