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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1052 results found

  1. 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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  2. 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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  3. 1 vote

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  4. 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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  5. 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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  6. use LaTex to PandaDoc

    1 vote

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  7. 1 vote

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

    1 vote

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  9. integrate with AccuLynx

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  10. Adyen integration

    1 vote

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  11. 1 vote

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  12. Video integration with Dacast.com

    1 vote

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  13. This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. I use the PandaDoc integration in Pipedrive. Is there a way to delete draft contracts from pipedrive without having to log into panda doc and search for the draft?

    1 vote

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  17. Ability to pass both formats of taxes simultaneously

    1 vote

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  18. Support OpenID connect via Oauth flows.

    1 vote

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  19. RESCO CRM

    1 vote

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  20. 1 vote

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