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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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741 results found

  1. Integrate quickbooks products library map to the pricing table, so when the sale gets recorded, to know which products sold.

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. integration with Google Slides

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. The ability to do a surcharge for credit cards but not ACH

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. 6 votes

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  5. Pass the complex line item description formatting from Salesforce to PandaDoc

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons

    6 votes

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  7. 6 votes

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  8. Ability to map PD document value to Pipedrive deal value

    6 votes

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

    6 votes

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

    6 votes

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  11. Ability to attach PDFs via Zapier

    6 votes

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  12. 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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  13. Hibob HR Software integration

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. 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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  15. 5 votes

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  16. to be able to use dropdowns as tokens in hubspot integration

    5 votes

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  17. To have the option to directly manage integrations via Integrately.

    5 votes

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  18. 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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  19. 5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. 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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