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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1051 results found

  1. Microsoft Dynamics Discount option

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

    4 votes

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

    4 votes

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  3. Braintree

    Ability to use braintree as a payment gateway

    4 votes

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  4. customize triggers for Zapier setup

    4 votes

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  5. [Integrations][Salesforce][SFDC] 2-way sync for Quote object

    The client would like to create a document from Quote object in Salesforce and upon sending or completing the document and changing something in quote line items, write the information back to SFDC.

    3 votes

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  6. Configure the PandaDoc integration in Zendesk to only show on user pages.

    Configure the PandaDoc integration in Zendesk to show only on user pages, not on ticket pages.
    • The current integration is designed to be available on both Ticket and User pages in Zendesk Support.

    3 votes

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  7. Vanta integration

    DocuSign has a native integration with Vanta, offering:

    Automated compliance tracking: Vanta automatically tracks signed security documents (e.g., Acceptable Use Policies, NDAs, security training acknowledgments).

    Real-time syncing: Signed documents in DocuSign are mirrored in Vanta, meaning compliance status updates instantly.

    Audit readiness: Vanta uses DocuSign as a source of truth for signatures, simplifying SOC 2, ISO 27001, etc.

    ❌ PandaDoc does not have a native Vanta integration which hopefully can be available

    3 votes

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  8. Pass image from Salesforce to Pandadoc

    Pass image from Salesforce to Pandadoc

    3 votes

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  9. Salesforce Homepage Component

    It would be nice if we could add the PandaDoc Documents Salesforce component to a Salesforce homepage. It could bring in documents associated with that Salesforce user, rather than documents for a specific Salesforce object. Ideally the user would be able to somehow filter that list, or we'd be able to set filters on the component itself (i.e., only show documents in a specific status/statuses).

    Currently you can add the PandaDoc Documents component to object pages within Salesforce; however, you cannot add this to a homepage.

    3 votes

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    2 comments  ·  Integrations  ·  Admin →
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  10. Support SCIM Provisioning for the PandaDoc App in Microsoft Azure AD

    Description:
    A customer has reported that the current PandaDoc App listed in Microsoft Azure does not support SCIM (System for Cross-domain Identity Management). This limitation prevents automated user provisioning and de-provisioning via Azure Active Directory.

    The customer initially considered setting up SCIM but discovered that the app does not support it, stating:

    "The PandaDoc App registered in Microsoft does not support SCIM. The developers of the app would need to implement that."

    Impact:
    Lack of SCIM support creates friction for IT admins managing user lifecycle at scale. Manual user management increases operational overhead and introduces security risks when users are…

    3 votes

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  11. Displaying custom integrations in the PandaDoc UI side panel

    Option to display custom integrations in the PandaDoc UI side panel (under Extensions). For example, it would be beneficial if the Legal team had access to a custom integration to fill in, edit, or check the Customer ID/Project ID information.

    3 votes

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  12. PandaDoc Document Last Viewed sync to Salesforce record

    3 votes

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  13. Auto-populate recipients from Salesforce if only mobile number is indicated (for text/sms type of delivery)

    Recipient mapping in SF only functions if an email is indicated for the contact which does not allow to auto-sign recipients if there is only mobile number available

    3 votes

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  14. Greenhouse: customize default message sent to Candidates along with the pandadoc document.

    3 votes

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  15. API - Link PandaDoc Document to Salesforce Opportunity

    Ability to Link PandaDoc Document to Salesforce Opportunity via API

    3 votes

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  16. The ability to search templates from a specific folder only when creating a document from Pipedrive

    The ability to search templates from a specific folder only when creating a document from Pipedrive

    3 votes

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  17. PandaDoc Plugin to other Website: PestPac

    Link Pandadoc to PestPac

    3 votes

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  18. [Salesforce] option to assign an approver for the document from SF

    I would like to be able to assign an approver (from an approval group or just to a step) on a document created from Salesforce - but I would like to assign this approver automatically based on a field in Salesforce

    3 votes

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  19. Cash App integration for payment option

    Cash App integration

    3 votes

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  20. Update Salesforce opportunity when the first recipient signs the document

    Update Salesforce opportunity when the first recipient signs the document

    3 votes

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