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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1015 results found

  1. Link multiple salesforce opportunities to 1 PandaDoc

    Right now, you are unable to link one PandaDoc document to multiple salesforce opportunities.

    This is a requirement for an organization's internal workflow.

    4 votes

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  2. Option to send a document via email and SMS via Zapier

    Option to send a document via email and SMS via Zapier

    4 votes

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  3. Link Forms to crm

    Ability to link forms and not just documents to CRM deal pages

    4 votes

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  4. Pass currency from various objects in Salesforce, not only Opportunity

    We have pricing tables based on other objects (e.g. quotes, orders, custom objects). The recently released solution which passes currency from Salesforce opportunities to PandaDoc documents is nice, but it does not cover our needs. We don't create any pricing tables from Opportunities. Also, basing currency on the user's locale is not a solution for us, as currencies are product-specific, not user-specific. And it would be ideal to minimize the number of templates we need to create by having the currency automatically passed through.

    (here is the link to the recently delivered idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40965565-pricing-table-currency-based-on-salesforce-opportu)

    4 votes

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  5. Have Slack integration with EU Server

    4 votes

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  6. Ability to use the collect card details field in relation to Chargify/Maxio

    Ability to use the collect card details field in relation to Chargify/Maxio.
    Currently, you can only use this field with Stripe.

    4 votes

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  7. Sync Pipedrive contacts with PandaDoc

    sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level

    4 votes

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  8. Salesforce: assign recipients from look-up field to roles

    Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce

    4 votes

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  9. Duplicate document within PandaDoc panel/widget in Salesforce

    4 votes

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  10. Webhook trigger for Tags

    Add a new event type for PandaDoc Webhook that triggers whenever a Tag is added (or removed)

    4 votes

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  11. Map line items to a table block

    Map line items to a table block via Zapier and/or native integrations.

    4 votes

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  12. Salesforce automation

    we are looking at expanding our use of PandaDoc and were thinking about using the system to send our Surveys/Feedback forms.
    If the survey has a positive feedback (would define a specific criteria for that), is it possible to automatically create a new Opportunity from this survey? Or is it limited now to only UPDATE an existing opportunity status based on the documents status?

    4 votes

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  13. Change invoice billing currency

    Change invoice billing currency ( Recurly )

    4 votes

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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!

  14. 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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  15. 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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  16. 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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  17. Prevent deactivated products in Pipedrive from being populated to the PandaDoc document

    deactivated products in Pipedrive are not populated to the PandaDoc document

    https://pandadoc.zendesk.com/agent/tickets/503711

    4 votes

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  18. 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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  19. 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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  20. Export docusign to Pandadoc

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

    4 votes

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