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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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982 results found

  1. make.com integration

    9 votes

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  2. ability to integrate Calendly

    9 votes

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  3. 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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  4. Integration with workday to allow for documents to be sent out of workday and tracked.

    9 votes

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  5. Podio CRM integration

    9 votes

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  6. pull the value to variables with Zapier

    9 votes

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  7. Stripe integration to pull info into PandaDoc documents, integration is not supposed to be used for payments

    9 votes

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

    9 votes

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  9. 9 votes

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  10. Integration with Smartsheet

    9 votes

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  11. Ability to disable the auto-populations of recipients in SFDC

    9 votes

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  12. Ability to pull created in PandaDoc contacts to Pipedrive

    9 votes

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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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  14. Recurring fees pull from Hubspot.

    9 votes

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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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  16. 9 votes

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  17. 9 votes

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  18. The option to save clients' CC details via payment app (payment block).

    9 votes

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  19. Import contacts in PandaDoc using Zapier (across all workspaces)

    8 votes

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  20. 8 votes

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