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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1043 results found

  1. Export docusign to Pandadoc

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

    4 votes

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  2. 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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  3. 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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  4. Pull and set expiration date via CRM (e.g. SFDC)

    4 votes

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  5. add multiple pricing tables in once document created via Salesforce

    add multiple pricing tables in once document created via Salesforce

    https://pandadoc.zendesk.com/agent/tickets/394892

    4 votes

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    Solution Exists  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Thank you for your idea! I've analyzed your request about adding multiple pricing tables in documents created via Salesforce.


    It appears this functionality is already available through our Merge Rules feature. You can define which items should appear under pricing tables and quote builder sections using this functionality.


    For detailed instructions on how to configure this, please check our support article: https://support.pandadoc.com/en/articles/9714724-salesforce-map-quote-builder-columns-with-fields


    If you're looking for something different than what Merge Rules offers, or if you have a specific use case that isn't covered by the current functionality, please leave a more detailed comment explaining your needs.


    Alternatively, I'd be happy to schedule a short meeting to better understand your requirements.

    here

  6. 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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  7. Ability to use conditional content in Zapier/Integromat.

    Ability to use conditional content in Zapier/Integromat.

    4 votes

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  8. 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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  9. 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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  10. The ability to map fields in Salesforce from a quote to the total section of the pricing table.

    For example, the customer as a 'Shipping and Handling' fee section and would like it to be mapped to the total column in the pricing table.

    4 votes

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  11. Ability to map products into different pricing table sections.

    Zoho CRM mapping.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. 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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  13. 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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  14. 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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  15. Google Meet

    Integration with Google Meet

    4 votes

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  16. JIRA

    Jira integration

    4 votes

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  17. [Reporting] Salesforce dashboard

    I would like the ability to report on how many contracts have been sent vs. signed each month. I know we have access to a dashboard within the PandaDoc platform, however we would also like to have access to a PandaDoc dashboard with our Salesforce integration

    4 votes

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  18. connect different channels in MS Teams to different workspaces in Pandadoc

    connect different channels in MS Teams to different workspaces in Pandadoc

    4 votes

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  19. Template & CRM Roles mapping: Autofill role with contact Email in Zoho

    Auto assign contact role when creating a document in zoho

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. General setting to disable data merge

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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