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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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633 results found

  1. link documents to Sugar CRM

    2 votes

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  2. ReAmaze CRM

    Integration with ReAmaze CRM

    2 votes

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  3. pull the variables from various boards / objects and use them across the PandaDoc document

    pull the variables from various boards and use them across the PandaDoc document

    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. 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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  16. Dynamics 365 Jobs

    Integration with Dynamics 365 Jobs

    2 votes

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  17. 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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  18. Ability to pull products from Copper CRM into pricing tables

    2 votes

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  19. More documents in Pipedrive document panel

    To be able to toggle an option to view more documents in the PAndadoc panel in Pipedrive.

    2 votes

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  20. Customize Integration token fonts style and size

    Customize Integration token fonts style and size

    • Alow the user to customize font style and size of the integration tokens
    2 votes

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