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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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629 results found

  1. 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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  2. 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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    1 comment  ·  Integrations  ·  Admin →
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  3. Create a Pandadoc Document from the Accounts Panel in Freshworks CRM.

    It would be nice to have an ability to create a Pandadoc Document from the Accounts Panel in Freshworks CRM. Currently it is available in Deals Section only.

    2 votes

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  4. Tokens cross-object population for Freshsales

    2 votes

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  5. Salesforce Contract records

    When a Panda Doc file is created from an Opportunity record, create SFDC Contract

    2 votes

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  6. Profile (Intuit tax software)

    Integration with Profile, intuit tax software

    2 votes

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  7. Most recent documents at the top first in Salesforce

    if there is a way we can set salesforce to show the most recent PandaDoc documents at the top first.

    2 votes

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  8. SDK

    Please update create Document function in the SDK to accept binary PDF (not url).

    2 votes

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  9. Allow e-check for authorize.net

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Sync docs in Zendesk Sell with Zendesk Support

    2 votes

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  11. Copper - pass Work phone number as a token

    The work Phone Field with a small triangle https://share.getcloudapp.com/NQu78XJd should be populated as a token. As for now, we don't have an option to add it to the PandaDoc token list. The workaround is to create a custom field.

    2 votes

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  12. Push the updates to custom object in Salesforce for notes

    Push the updates to custom object in Salesforce for notes

    2 votes

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  13. Wire Transfer and pass the 4% charges to the Customer

    Wire Transfer and pass the 4% charges to the Customer

    2 votes

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  14. ability to pass more than one Salesforce related list into pricing table

    currently you can only pass one related list for pricing tables at a time

    2 votes

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  15. Split lines on Zapier

    Zapier currently pulls recipient info from pandadoc onto the same line making it impossible to use data from an individual recipient

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. Zendesk Sell Show Lead Documents After Conversion

    Documents in Zendesk Sell that were created during the Lead process should be viewable in the PandaDoc integration after the lead has converted into a sale.

    2 votes

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  17. Refresh tokens in Dynamics

    Re-add the refresh token option in EV2

    2 votes

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  18. Merge field - Have the ability to skip the merge field if the CRM field is blank

    2 votes

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  19. IP tracking and filtering

    2 votes

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  20. when the document is uploaded to Microsoft teams, there's no option to convert it.

    when the document is uploaded to Microsoft teams, there's no option to convert it.

    2 votes

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