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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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632 results found

  1. Scorp CRM

    Scorp CRM

    1 vote

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  2. AroFlo

    Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.

    1 vote

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  3. WorkOrder Standard Object in Salesforce

    Utilize the WorkOrder standard object in salesforce and use with PandaDoc integration

    1 vote

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  4. Add SecurePay as payment option

    Add SecurePay as payment option

    1 vote

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  5. Nimble CRM, currency field format

    Ability to preserver Nimble CRM price field's formatting and currency symbol when passed over to PandaDoc.

    1 vote

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  6. Pricing table data merge option for Pipeliner CRM

    Data merge option for Pipeliner CRM

    • will alloe the user to set up data merge for Pipeliner CRM
    1 vote

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  7. Include account / contact info related to opportunity into Salesforce metadata

    Extend metadata received from Salesforce when creating a document (for now only object id is pulling through - would be cool to have some related records as well for example if there's account/contact related to opportunity).

    1 vote

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  8. Milanote

    An integration with the creative app Milanote, allowing for documents to be shared into the Milanote app such that they're dynamic (ie. when you click on the document it takes you through to PandaDoc).

    1 vote

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  9. Export ALL figures in Deals as CSV so they can be imported to other apps to update Dept budget figures

    This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.

    1 vote

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  10. ability to use variables for Pipedrive line item taxes separately and not as a sum.

    ability to use variables for Pipedrive line item taxes separately and not as a sum.

    1 vote

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  11. create a panda doc document in salesforce via code through click

    1 vote

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  12. a way to manage customer emails and phone calls combined with PDoc

    1 vote

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  13. use variables from other objects in salesforce without needing look up fields

    use variables from other objects in salesforce by default without needing look up fields

    1 vote

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  14. pull Opp category discount in SFDC pricing table

    1 vote

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  15. attach emails to PipeDrive objects

    attach PD emails to Pipedrive objects once documents are sent from Pipedrive

    1 vote

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  16. Vaultre CRM

    To be able to integrate with CRM VAULTRE or have an option via Zapier,

    1 vote

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  17. ItsMe

    Integration with Itsme

    1 vote

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  18. Workwave

    Integration with Wokrwave and ability to use Collect card details field with this integration

    1 vote

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  19. Pipedrive: document report

    it would be good to run a report so deals that have Pandadoc and Pipedrive values that do not match coming up

    1 vote

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  20. Ability to auto save pdf in SFDC from expired status

    1 vote

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