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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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629 results found

  1. Google Analytics

    Google analytics integration.

    2 votes

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  2. link documents to Sugar CRM

    2 votes

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  3. ReAmaze CRM

    Integration with ReAmaze CRM

    2 votes

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  4. 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

    2 votes

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  5. Add pricing items to the summary in Stripe receipt

    Add pricing items to the summary in Stripe receipt. For example, if PandaDoc pricing table has 2 items and VAT in the pricing table, this info should be reflected in the Stripe receipt

    2 votes

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  6. Ability to access PandaDoc via MS Dynamics' Context IQ

    Allow users to utilize PandaDoc while on MS Dyanmics' Context IQ feature.

    • Context iQ allows collaboration with colleagues or customers right from Dynamics 365. Start a chat without switching apps and stay focused on the task at hand.

    https://dynamics.microsoft.com/en-us/dynamics-and-teams/

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Salesforce custom object fields to populate to the recipients' email addresses in PandaDoc

    2 votes

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  8. Export documents/proposals from Apple's Pages

    Export documents/proposals from Apple's Pages directly into PandaDoc.

    2 votes

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  9. the PandaDoc Document to be sent to the contact related to this quote and also the contact roles linked to the opportunity.

    2 votes

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  10. Get document details: image URL

    Get image URL or a document attachment via Get document details call

    2 votes

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  11. Dynafile

    Integration with Dynafile

    2 votes

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  12. How can I set Pandadoc in order to pull the deal creator phone from Pipedrive?

    How can I set Pandadoc in order to pull the deal creator phone from Pipedrive?

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. the sync of Pandadoc-Pipedrive deals and enhanced monitoring of signing status.

    2 votes

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  14. creating documents in Pipedrive without pre-assigning recipients from a deal

    ability of creating documents in Pipedrive without pre-assigning recipients from a dea

    2 votes

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  15. Convert Google Form to the PandaDoc Form

    A way to convert a Google Form to a Pandadoc Form

    2 votes

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  16. Ability to set document title for Zendesk Support Integration

    By default, Zendesk Support changes the document title to that of the Subject line, it would be better if there is an option to configure this.

    2 votes

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  17. Dynamics 365 Jobs

    Integration with Dynamics 365 Jobs

    2 votes

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  18. to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in

    to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in PandaDoc and synchronize each one of them into separate Dropbox folders

    2 votes

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  19. Ability to pull products from Copper CRM into pricing tables

    2 votes

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  20. Capitalized Variable from CRM tokens

    Capitalized Variable from CRM tokens

    2 votes

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