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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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1016 results found

  1. Transfer Data from Smart Form to Zapier Triggers

    2 votes

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  2. 2 votes

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  3. Native integration with HR Management System Rexx Systems

    2 votes

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  4. Guidewire Integration to implement integrations between InsuranceSuite and third party apps

    2 votes

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  5. Option to sort PandaDoc folders by most used not by recently added in Microsoft Dynamics

    2 votes

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  6. 2 votes

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  7. Update Salesforce opportunity when the first recipient signs the document

    2 votes

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  8. Payment Integration with The Merchant Source

    2 votes

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  9. Ability to set up the document currency based on the Zoho CRM field.

    2 votes

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  10. The ability to sign documents in CRM iFrames without having it open a new tab.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. Open your task on Monday.com and click on the item you’d like to create a document from.
    2. Select the Settings icon under the PandaDoc widget, then select Modal view from the drop-down. 

    As a result, when you create a document, you will remain in Monday.com and will not be redirected to a new page.

  11. The option to integrate PandaDoc with the app called Company Cam.

    2 votes

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  12. 2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  13. Integrate with Box.com

    2 votes

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  14. AgencyBloc (a CRM for insurance brokers)

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. Add Assets to the objects supported by the SFDC integration.

    2 votes

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  16. ConvertCalculator integration

    2 votes

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  17. add a signature field to the attachment added to the document via Zapier

    2 votes

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  18. PayU integration

    2 votes

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  19. Formstack integration

    2 votes

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  20. 2 votes

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