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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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609 results found

  1. Product Description in CRMs

    Pricing table: the option not to pull the product description while it still stays in the CRM.

    2 votes

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  2. Remove Salesforce document drafts

    Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

    2 votes

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  3. discount to pass in Zoho(if not quotes)

    2 votes

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  4. EV2. MS Dynamics - Ability to update document info for EV2 documents/.

    2 votes

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  5. Pull information across different record types

    2 votes

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  6. Ability to download a receipt as a separate document (PDF)

    2 votes

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  7. Copper Sync - Refresh Document

    Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

    2 votes

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  8. Payment Gateway - Alipay

    2 votes

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  9. Ability to enable silent flag in Zoho (Notifications)

    Ability to enable silent flag in Zoho (Notifications)

    1 vote

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  10. GloFox

    Integrate or Sync with GloFox

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  11. Pipedrive: ability to turn off the file sync upon document completion

    1 vote

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  12. Quickbase / YSL

    I would love to have PandaDoc integrated with Quick-base/YSL where we upload all our docs so they can be uploaded automatically instead of sitting and downloading and uploading many docs each day. it would save tons of time and is much more 2023 style

    1 vote

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  13. [Pipedrive] Show the documents of the workspace the user belongs to only

    Show the documents of the workspace the user belongs to only (for now we show documents across the whole organization - even from workspaces the user doesn't blong to).

    1 vote

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  14. Hubdoc

    Integration with Hubdoc

    1 vote

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  15. [Microsoft Dynamics] Primary contact information of the account is passed as recipient rather than account information

    If the document is created from Quote and Potential customer is set to account, primary contact information of the account should be passed as recipient (rather than account information itself).

    1 vote

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  16. iFrame error details

    iFrame contents could be something like "You must be logged in to view this contents" instead of the gray screen saying "app refused to connect"

    1 vote

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  17. JavaScript Embed: Template (Editor 2.0) / document in Draft status.

    1 vote

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  18. Revinate

    We need either a mail merge functionality or integration with Revinate so PandaDoc can automatically pull client details into our templates.

    1 vote

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  19. PayJunction

    integration with payjunction payment gateway

    1 vote

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  20. Auto-populate contact roles from Dynamics

    Auto-populate contact from the dynamics when creating a document (as it works in SF).

    1 vote

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