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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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632 results found

  1. Be able to add "Collect files" field with the help of field tags

    1 vote

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  2. RouteOne

    We use RouteOne for our purchase processes - purchasing & financing for our dealerships. Things would be more efficient if PandaDoc integrated with the system.

    1 vote

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  3. DealerTrack

    We need PandaDoc to integrate with DealerTrack which we use to connect dealers with lenders.

    1 vote

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  4. Cloze CRM

    Integrate with Cloze CRM to automatically generate contracts

    1 vote

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  5. PandaDoc to Bullhorn CRM

    1 vote

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  6. Gastronovi

    Integration with Gastronovi

    1 vote

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  7. Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.

    Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.

    1 vote

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  8. attach a document from one deal to another in Pipedrive

    attach a document from one deal to another in Pipedrive

    1 vote

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  9. Discord

    Integration with Discord

    1 vote

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  10. [Integration feature] Map items from Quickbooks to Pricing table and Advanced Quotes

    • Will allow the user to pass / sync items from quickbooks to PD pricing table / Advanced quotess
    1 vote

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  11. SharpSpring CRM

    1 vote

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  12. Webhook for entire account

    I'm building up our workspace structure whilst integrating Pandadocs with our internal systems. I have a Webhook working at the top Workspace level but have noticed it isn't triggered at the child workspace level.

    I've looked at the integrations for the child workspaces and there are no webhook entries. I've viewed the parent webhook, and there's no option to share this across workspaces.

    Is it possible to have a webhook triggered across our entire account? Or would I need to setup a webhook for every single workspace?

    1 vote

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  13. Choose document folder via Integromat

    Option to choose a document folder when create a document via Integromat

    1 vote

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  14. Record document status change in Zoho

    1 vote

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  15. Google Sheets: follow custom page breaks

    In case Google spreadsheet has custom page breaks, after uploading it to PandaDoc, the page breaks should be saved.

    1 vote

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  16. Oracle CPQ

    Native integration with Oracle CPQ

    1 vote

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  17. Dolibarr

    We would like to have Dolibarr Integration with PandaDoc.

    1 vote

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  18. Ability to pull the entire set of choices under the dropdown field and not only the selected one via "GET template details" request.

    Ability to pull the entire set of choices under the dropdown field and not only the selected one via "GET template/document details" request.

    1 vote

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  19. Bitly

    a native bitly integration

    1 vote

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  20. ITSM system

    integration with ITSM system

    https://pandadoc.zendesk.com/agent/tickets/420002

    1 vote

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