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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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987 results found

  1. Change invoice billing currency

    Change invoice billing currency ( Recurly )

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    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!

  2. Connect Multiple Quickbooks Account

    -Connect a specific Quickbooks Account per workspace simultaneously or
    -Select a specific Quickbooks account in PandaDoc

    4 votes

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  3. See the recipient's details in the 'document.viewed' webhook.

    To have the option for Webhook to expose an IP or recipient details of who viewed the document.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. add products from Pipedrive to catalog automatically (sync)

    add products from Pipedrive to catalog automatically

    https://pandadoc.zendesk.com/agent/tickets/522217

    4 votes

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  5. Generate link for draft document

    The actual question we have is if it's possible to generate a link to a document in the draft status, allowing the user to send that link directly to a recipient for e-signature instead of having the document sent through PandaDoc app.

    4 votes

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  6. limit document creation to be only created from CRM at the template level

    limit document creation to be only created from the CRM at the template level
    This will assist with adoption and further implementing best practices.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Salesforce trigger: update custom object stage

    Option to use Salesforce trigger to update custom object status when PandaDoc status is updated

    4 votes

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  8. Conditional placeholder value based on CRM value

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

    4 votes

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  9. Export docusign to Pandadoc

    Have a way to upload exported data from Docusign to PandaDoc.

    4 votes

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  10. ServiceNow

    Integration with ServiceNow
    ex. tokens, fields, and custom data points
    sync/trigger: When a SOW IS SENT - can it close out a task in ServiceNow and upload a completed document into SN for everyone to view.
    Current workflow:
    documents start in Sharepoint - modified by team, then PD created outside of ServiceNow then pushed into ServiceNow when completed.

    4 votes

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  11. 2 way sync with Active Campaign

    Option to link documents from PandaDoc to Active campaign

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Pull and set expiration date via CRM (e.g. SFDC)

    4 votes

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  13. Once a document is signed, the completed copy is uploaded to pre-defined Google Drive folder

    4 votes

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    2 comments  ·  Integrations  ·  Admin →
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  14. Ability to use conditional content in Zapier/Integromat.

    Ability to use conditional content in Zapier/Integromat.

    4 votes

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  15. Generate docs with pricing tables products from custom entities in MS Dynamics

    Be able to generate docs with pricing tables from custom entities in MS Dynamics

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. Field tags recognition. Ability to adjust height size/font size.

    Field tags recognition.
    Ability to adjust height size/font size.

    4 votes

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  17. PDF attach as files from Monday.com

    get the PDF directly to Monday and not a link

    4 votes

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  18. convert DOCX file to editable in Salesforce integration

    Be able to upload and convert DOCX file to editable in Salesforce integration

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Asana

    As an Operations Manager, PandaDoc and Asana both help organize and further business. Integration with Asana would be a mutually beneficial partnership as users can keep their workspace in one platform while also utilizing PandaDoc within that platform. Please consider this as a viable tool!

    4 votes

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    2 comments  ·  Integrations  ·  Admin →
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  20. Paylocity

    Be able to integrate with Paylocity. Would like to automatically download a completed PDF and upload it to the employee file in Paylocity.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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