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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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633 results found

  1. LACRM

    Integration with LACRM

    2 votes

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  2. 2 way sync Word to PandaDoc

    2 votes

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  3. Attachments to PD docs in Zapier

    Attach a file to the created PandaDoc document via Zapier.
    Example: step 1 - some system creates document (invoice) and step 2 - the document is being created in PandaDoc and the first document is being added as an attachment.

    2 votes

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  4. The ability to map roles so they could be auto-populated with the recipients details in close io

    2 votes

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  5. Fattmerchant

    Fattmerchant Payment integration

    2 votes

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  6. Qualtrics

    Native Qualtrics Integration

    2 votes

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  7. Recognize float numbers in Pipedrive Numerical fields

    Numerical field in Pipedrive can display float values (e.g 10.5), but PandaDoc does not recognize floats, only integer values.

    The customer would like to be able to use float numbers to pass them to PandaDoc variables

    2 votes

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  8. Zapier keeps formatting of a pricing table description

    2 votes

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  9. The ability to sync both Native Pipedrive integration and Pipedrive Extension

    2 votes

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  10. Use Zoho for Australia

    2 votes

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  11. Update Opportunity Products trigger should ignore any documents added to this Opportunity that change their status after Opp is closed

    Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.

    2 votes

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  12. Pull Salesforce documents under Notes&Attachments into PandaDoc

    Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. Basecamp

    Native integration with Basecamp https://basecamp.com/

    2 votes

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  14. Use Payfast in South Africa

    PandaDoc does not have any integrated Payment gateways that can be used in South Africa.

    2 votes

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  15. Receive invoices for accounts with Automatic collection method

    I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
    For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.

    2 votes

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  16. TaxJar

    TaxJar integration

    2 votes

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  17. Payment gateway for Converge Pay processed by Elavon

    Payment gateway for Converge Pay processed by Elavon.

    2 votes

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  18. WaveApps

    WaveApps to create and send invoices for integration

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. Autoassigning recipients to roles in CRM integrations

    2 votes

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  20. Document forwarding

    CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

    2 votes

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