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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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720 results found

  1. Map document value to Pipedrive deal value

    Ability to map PD document value to Pipedrive deal value

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Ability to edit existing documents through HubSpot

    Ability to edit existing documents through HubSpot integration instead of just PandaDoc.

    6 votes

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  3. Expand Hubspot iFrame Window

    Ability to expand the iFrame window that pops up when creating a document within Hubspot

    6 votes

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  4. Zapier: Ability to attach PDFs

    Ability to attach PDFs via Zapier

    6 votes

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  5. Google Calendar

    Ability to integrate with Google Calendar to use automation like sending documents.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Salesforce Contact role additional Fields mapping

    Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code

    5 votes

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  7. Hibob HR Software

    Hibob HR Software integration

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Add Webhooks for Templates

    Add Webhooks for Templates, following the existing pattern for Documents.
    Events:
    Create
    Update | following version history
    Delete
    Usage

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Link PandaDoc documents to Zendesk Sell

    5 votes

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    2 comments  ·  Integrations  ·  Admin →
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  10. Generate a variable for formula columns in monday.com

    The formula variable is missing from the list of variables available on PandaDoc, to populate from monday.com to PandaDoc, to just populate the final output number of the formula.

    5 votes

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  11. Manage integrations via Integrately

    To have the option to directly manage integrations via Integrately.

    5 votes

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  12. checks with Quickbooks

    collect checks with Quickbooks

    5 votes

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  13. Created by in salesforce should be the document creator

    when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration

    5 votes

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  14. Update Zapier to include 'Change Document Status' action

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. Sort templates shown when creating documents via CRM integrations

    Sort templates when creating documents via CRM integrations by Title, etc.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. Ability to select multiple pricing tables in zapier.

    Ability to select multiple pricing tables in zapier.

    5 votes

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  17. The ability to update monday.com variables automatically.

    For example, the customer may add a variable, or update a current one, and would like the ability to not have to enter the information manually.

    5 votes

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  18. Sequence number visible in Pipedrive integration document list

    We would like to have visibility on the sequence number of the documents in the document list. At the moment you can only see the document name which is not enough information for us and requires us searching Pandadoc to find out the number.

    5 votes

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  19. Link documents to MS Dynamics CRM objects.

    Link creation with MS Dynamics.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. CompanyCam

    We would love to be able to pull images right out of CompanyCam and add into our proposal!

    5 votes

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