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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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987 results found

  1. The ability to calculate quantities needed on a Google Sheet and then integrate that with PD

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients

    https://pandadoc.zendesk.com/agent/tickets/455389

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. Adding Revolut payment gateway to PandaDoc's integration.

    5 votes

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  4. 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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  5. 5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. To have the option to directly manage integrations via Integrately.

    5 votes

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  7. collect checks with Quickbooks

    5 votes

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  8. Ability to use different PayPal accounts for different templates within one PandaDoc account.

    5 votes

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  9. 5 votes

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  10. 5 votes

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  11. Ability to select multiple pricing tables in zapier.

    5 votes

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  12. 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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  13. 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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  14. We would love to be able to pull images right out of CompanyCam and add into our proposal!

    5 votes

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  15. Please add a feature to access child Object attributes of any Parent Object in SalesForce, i.e in Opportunity there should be a feature to define Tokens for Opportunity Line Items as Line Items are in Child relationship to Opportunity.

    5 votes

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  16. Introduce native automate.io integration

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Integration with accounting software like Sage 200

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. library of already added designs from Canva in PandaDoc

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Associate a completed Form response to a Salesforce record.

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  20. Have the same functionality as PD word extension but within Google docs

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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