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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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609 results found

  1. Zoho Invoice

    Zoho invoice integration.

    4 votes

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  2. Pass checkbox fields from Pipedrive into PandaDoc

    Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.

    4 votes

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  3. Disable auto-population of contacts associated with a deal in Pipedrive to the recipient on a template by template basis

    We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.

    4 votes

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  4. update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

    update and  lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

    4 votes

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  5. add product Tax on the Deal Products in pipedrive

    ability to add product Tax on the Deal Products level in PD template

    4 votes

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  6. Copper

    Native integration with Copper

    4 votes

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  7. Microsoft Dynamics Discount option

    Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

    4 votes

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  8. Pull different products from Salesforce into different sections of a pricing table

    4 votes

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  9. Braintree

    Ability to use braintree as a payment gateway

    4 votes

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  10. customize triggers for Zapier setup

    4 votes

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  11. Salesforce: product description mapping

    Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table

    3 votes

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  12. Melio

    Hi, once API is up we really need melio integration.

    3 votes

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  13. change the color of the download button

    change the color of the download button for the documents created via API

    3 votes

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  14. Qwilr

    Qwilr integration

    3 votes

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  15. Ability to pass variables to a pricing table on a template when creating a document using Zapier.

    Ability to pass variables to a pricing table on a template when creating a document using Zapier.

    3 votes

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  16. [Salesforce] sync document activity with the Activity in Salesforce

    3 votes

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  17. Conditional placeholder value based on CRM value

    Conditional placeholder value based on CRM value
    - customize placeholder value based on a condition value from CRM

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. SmartSuite

    SmartSuite integration.

    3 votes

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  19. Clickable URLs from Salesforce

    Ability to pass clickable URLs from Salesforce fields into PandaDoc fields

    3 votes

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  20. Webhook event for expired link

    Option to have webhook event for the expired link (if the document link expires)

    3 votes

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