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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1016 results found

  1. Make: keep the field empty in case there is no value to pass

    Option to keep the field empty in PandaDoc document in case there is no value to pass. For now, in case the mapped value is available, it will be passed to the field in PandaDoc document. If there is no value, it will appear as "undefined".

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. [Webhook] contains the document name of the document the data is transferred from

    2 votes

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  3. doc status change date instead of modified date to be reflected in SF PandaDoc lightning component

    Pass document status change date (draft-viewed-voided-completed etc) to SF PandaDoc lightning component instead of modified_date

    2 votes

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  4. The option to use the quote number from Dynamics 365 as the sequencing number when sending a document.

    The option to use the quote number from Dynamics 365 as the sequencing number when sending a document.

    2 votes

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  5. edit history logs within Pipedrive

    edit history logs within Pipedrive

    2 votes

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  6. restrict the user to view the second document if they haven't completed the fields on the 1st document

    restrict the user to view the second document if they haven't completed the fields on the 1st document

    2 votes

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  7. Integrate Focus Centra CRM with PandaDoc

    2 votes

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  8. two different product line items - Salesforce integration

    Two different products in Salesforce (Standard Product and Add-on Product). When creating a contract in PandaDoc, the pricing table should display these products as one which can be called Standard Product with an add-on.

    2 votes

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  9. PaySimple

    Ability to integrate with PaySimple as payment gateway

    2 votes

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  10. General HR feedback (explain your HR problem here)

    Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.

    [This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]

    2 votes

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  11. filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. Adobe PDF

    Option to have an integration with Adobe PDF (similar to MS Word add-in)

    2 votes

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  13. Option to exclude certain templates from the “Change Opportunity Status” Trigger

    2 votes

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  14. Alternativepayments.io

    Hey,

    I would like to see Alternative.co to be added as one of the payment gateways linked to Pandadoc. It's just like any other gateway such as Stripe, Square, etc. and since my business is collaborating with them, I have to use two different portals to receive payments from the businesses/clientele I'm working with. Please see if this is a possibility of collaborating with them.
    https://www.alternativepayments.io/

    2 votes

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  15. [Salesforce] sync document activity with the Activity in Salesforce

    2 votes

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  16. Zoho Flow

    Ability to integrate Zoho flow

    2 votes

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  17. Gravity Forms

    Integration with Gravity Forms

    2 votes

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  18. The ability to enable both Sandbox and Production SF within one workspace

    2 votes

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  19. Option to share templates with users within Microsoft Teams (PandaDoc application)

    2 votes

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  20. compress a file in Salesforce with Pandadoc

    2 votes

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