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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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629 results found

  1. 2 way sync for Close

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.

    3 votes

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  3. 3 votes

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  4. The option to not include Deal owner as CC recipient if creating document from Pipedrive.

    3 votes

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

    3 votes

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  6. integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    3 votes

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  7. Ability to easily pass token data to Google Sheets or email after the document is completed

    3 votes

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  8. Ability to integrate with PaySimple as payment gateway

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.

    [This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]

    2 votes

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  10. filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. Option to have an integration with Adobe PDF (similar to MS Word add-in)

    2 votes

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  12. 2 votes

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  13. Hey,

    I would like to see Alternative.co to be added as one of the payment gateways linked to Pandadoc. It's just like any other gateway such as Stripe, Square, etc. and since my business is collaborating with them, I have to use two different portals to receive payments from the businesses/clientele I'm working with. Please see if this is a possibility of collaborating with them.
    https://www.alternativepayments.io/

    2 votes

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  14. 2 votes

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  15. Ability to integrate Zoho flow

    2 votes

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  16. Integration with Gravity Forms

    2 votes

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  17. 2 votes

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  18. 2 votes

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  19. Have variables set up at the Organization level, not just the User and ticket level.

    2 votes

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  20. Show workspace ID to the response of Get document details call

    2 votes

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