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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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629 results found

  1. Automation with the internal systems(using freshbook) For invoices and contracts

    Automation with the internal systems(using freshbook)
    For invoices and contracts

    2 votes

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  2. pull photos of users to PandaDoc documents from Salesforce

    pull photos of users to PandaDoc documents from Salesforce

    2 votes

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  3. MS teams - ability to sign in-person

    Would like the ability to sign in-person through Teams integration

    2 votes

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  4. DayForce HR

    Have HR tools as an integration (DayForce)

    2 votes

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  5. display multi-year contract and TCV in the same table: have a multi-year pricing table which has separate total columns for each year

    Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)

    2 votes

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    2 comments  ·  Integrations  ·  Admin →
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  6. Fishbowl

    Client would like to have the ability to integrate with fishbowl

    2 votes

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  7. MS Dynamics GP

    I want to integrate with MS Dynamics GP

    2 votes

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  8. Cascade HR

    Have an integration with Cascade HR system

    2 votes

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  9. a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.

    a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.

    2 votes

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  10. Editing documents in Zendesk Sell

    PandaDoc opens in a new tab - rather than in the frame in Zendesk Sell for editing (or the link is generated and sent to make editing the documents easier and faster)

    2 votes

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  11. Automatically remove users from PandaDoc

    Remove users from Office 365 (Microsoft CRM) --- automatically removed from PandaDoc (sync trigger based on "disabled")

    2 votes

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  12. Pull pipedrive revenue

    2 votes

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  13. Wolters - Kluwer (CCH) CRM

    wolters - kluwer (CCH) crm integration

    2 votes

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  14. Salesforce communities

    integration with SF communities

    2 votes

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  15. Proprietary CRM

    Integration with proprietary CRM

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Ability to associate PandaDoc with Accounts, Contacts at the same time (salesforce)

    I have the Contact associated with two Accounts in Salesforce and you want to link one document to these 2 Accounts?

    2 votes

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  17. Zendesk Sell pull more contact variables(tokens)

    At the moment only the first name, last name, email, company and phone of a contact could be pulled from Zendesk cell into PandaDoc (doesn't matter if a document is created from a deal or contact). It is possible to pull street, postal code and city only using the tokens from a gear icon when a document is created from a deal (for example, [Contact.City]). The feature request is to be able to pull those fields (city, postal code, street, etc.) for any contact

    2 votes

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  18. Corelation Credit

    Some credit unions use this and would love direct integration. Customer will move once we have it

    2 votes

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  19. Service Titan

    Integration with Service Titan

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  20. Google docs addon: allow to preassign positions for signatures

    Allow to preassign cerain positions for signatures in the documents of similar format when using google docs addon.

    2 votes

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