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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1069 results found

  1. Choose which workspaces send notifications to Slack

    Select which of the workspaces send notifications to Slack

    2 votes

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  2. Gainsight integration

    native gainsight integration so a CS and Legal team could create documents directly from GS and sync data between two systems.

    2 votes

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  3. pass mobile and phone number from salesforce

    pass mobile and phone number from salesforce

    For now, only one number mobile or phone can be populated

    2 votes

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  4. Pass images from Google Sheets to PandaDoc documents

    Pass images from Google Sheets to PandaDoc documents

    2 votes

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  5. EngageBay CRM

    Integrate with EngageBay CRM

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Nutshell CRM: Cross-Object Variables

    The option to use cross-object variables in Nutshell, such as pulling variables from the People object when creating a document from the Company object.

    2 votes

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  7. Add recipient link instead of internal document link to the Active Campaign

    add recipient link instead of internal document link to the Active Campaign

    2 votes

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  8. Block iFrame or or show a warning sign if PD WS is not connected to SalesForce

    We do not "block" the iframe inside Salesforce if the integration is not connected in the workspace. However, it is also important not to show anything in the SF iFrame if the WS is not linked.

    2 votes

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  9. Comfi integration

    2 votes

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  10. Create a record in Salesforce when document is completed

    The ability to create records in Salesforce when a document status changes

    2 votes

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  11. Send the document along with Quickbooks invoice

    Send the document along with the Quickbooks invoice (so the recipient gets one email containing document and invoice)

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Automatic currency conversion for CRM merged data when creating documents

    When creating a document from a deal in the CRM automatically convert the currency. From one currency (euro) in CRM deal to another currency when creating proposals.

    2 votes

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  13. Ability to use Tax with Zoho Deals

    Right now, Tax can only be used with Quotes in Zoho

    2 votes

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  14. Update Salesforce fields with PandaDoc variable value for selected templates

    Update Salesforce fields with the PandaDoc variable based on the selected templates. There are cases when multiple templates are used with one Opp and not all of the docs created from one opp need to pass the field info. Currently, there is no way to set up the trigger for specific templates.

    2 votes

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  15. Salesforce: pull variables of related objects to PandaDoc

    2 votes

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  16. Isracard payment gateway

    Option to connect to Isracard's payment gateway

    2 votes

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  17. Green Invoice payment gateway

    Option to connect to Green Invoice payment gateway

    2 votes

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  18. Genie AI Integration

    Option to integrate with Genie AI

    2 votes

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  19. Once a document is completed, can I have it update an opportunity with the file in Copper?

    Once a document is completed, can I have it update an opportunity with the file in Copper?

    2 votes

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  20. Follow Up Boss

    Integration with Follow Up Boss

    2 votes

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