641 results found
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5 votes
Valeryia Baranava responded
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Ability to use different PayPal accounts within one PandaDoc workspace.
Ability to use different PayPal accounts for different templates within one PandaDoc account.
5 votes -
5 votes
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Wordpress
is there a Wordpress integration for PandaDoc without third party plugins?
5 votes -
Ability to select multiple pricing tables in zapier.
Ability to select multiple pricing tables in zapier.
5 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well.
While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months.
Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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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 -
JIRA
Jira integration
5 votes -
Upload file field to save in SFDC
When a doc is sent from Salesforce and there's an an upload file field assigned to a customer, when the customer uploads something- have that attachment be saved in SF
5 votes -
library of already added designs from Canva in PandaDoc
library of already added designs from Canva in PandaDoc
5 votes -
Push Form document to Salesforce
Associate a completed Form response to a Salesforce record.
5 votes -
Google docs extension similar to word
Have the same functionality as PD word extension but within Google docs
5 votes -
5 votes
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Pull values to Pricing Table custom columns via Zapier
At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.
5 votes -
5 votes
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Ability to format custom product fields from Salesforce
Ability to pass custom product fields from Salesforce as currency.
5 votes -
5 votes
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[Zendesk sell] sync pandadoc and zendesk sell contacts
sync pandadoc and zendesk sell contacts
5 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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Salesforce: Refresh Data
We’d like to request the ability for all roles to refresh data and variables when using the Salesforce integration. Currently, it appears this action is limited to specific roles — enabling this feature across all roles would streamline document workflows and ensure data consistency.
4 votes -
Allow displaying non-draft documents in Embedded Editor
Our clients need to be able to display the non-draft documents (in Sent, Completed, etc. statuses) in Embedded Editor. In their own words:
This does not match the functionality in the editor of your own app. If I send a document to be signed in the Pandadoc app, I am able to view it in the editor. Our business case is that we want the same functionality when the editor is embedded in our application rather than forcing the document back to draft status after it has been sent and messing up the entire signature workflow. It's a pretty standard…
4 votes -
Use standard tokens from HubSpot to pricing table
Ability to pull values using standard default tokens from a HubSpot deal to a pricing table.
4 votes
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