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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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640 results found

  1. 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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  2. 8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. 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 :)

    8 votes

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  4. Client would like direct integration with freshworks

    8 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  5. When you select the Contact while creating the doc in FreshSales via the Panda Integration, it pulls in what you said....so they just need to added address fields....thanks!

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. pull the information that client selected with multiple choice with Zapier

    8 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  7. 8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Integration with Capsule CRM

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. 8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Pass files from SalesForce attached files to PandaDoc document as attached files

    8 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  11. Integration with InfusionSoft / Keap

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.

    7 votes

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  14. Add the CRM Go High Level to PandaDoc

    7 votes

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  15. Our current implementation does not allow us to list subitem columns on the parent item variable list. Would like to be able to have them available as tokens.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. Integration with Stax payment gateway

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. The 'Create Document in PandaDoc' action in Zapier doesn't include the Tax field in the pricing table section.

    This means we can't include tax on our quotes.

    It includes all the other important fields, so it would be great if this one could be added.

    7 votes

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  18. Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.

    7 votes

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  20. 7 votes

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