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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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641 results found

  1. Integration with Jobber

    1 vote

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  2. SherpaDesk

    SherpaDesk integration

    1 vote

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  3. Two separate accounts connected to one Salesforce instance

    1 vote

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  4. Support native salesforce automation functionality like Flow and apex trigger

    1 vote

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  5. add Maverick payment gateway

    add Maverick payment gateway

    1 vote

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  6. Trainual

    Ability to integrate with Trainual

    1 vote

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  7. Download documents directly to Google Drive

    1 vote

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  8. Pipedrive: When products are added or removed from the deal, the changes will be synced to the pricing table inside PandaDoc

    1 vote

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  9. Search bar for templates for the Google Workspace Add-On

    The ability to search for a specific template when using the Google Workspace add-on. At the moment, it only displays the most recent templates and there is no way to search for older ones.

    Workaround: 'Refresh' the template by making slight changes to it or duplicating it to be on top of the list.

    1 vote

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  10. BambooHR integration: List active and not active employees

    BambooHR integration: List active and not active employees.

    1 vote

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  11. Zoho: keep document when the Lead is converted to Contact

    When converting a Lead, any PandaDoc Documents tied to the Lead should also appear on the Contact.

    1 vote

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  12. Salesforce: use custom field in merge rule

    Option to use custom fields in merge rules

    1 vote

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  13. Include user provided document metadata with 'document_creation_failed' webhook events

    When a document can't be created for some reason, a 'documentcreationfailed' webhook event is sent, but it only includes the document ID, and no other metadata that was provided with the document creation request.

    It would be great if that user specified metadata was provided with the webhook data, because in my scenario, I have multiple different services and versions of services that work with PandaDoc data, and with just the document ID I can't determine what service created the document, I normally rely on ID's I have set in the document's metadata that I provide.

    1 vote

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  14. Pipedrive: if a document is linked to a Pipedrive object, link all the copies of this document to the same object

    1 vote

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  15. More Bamboo HR variables

    More variables for the PandaDoc <> Bamboo HR integration, such as passport number.

    1 vote

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  16. Generate Editable Documents in Slack Similar to CRM

    Generate editable documents in Slack similar to how a CRM integration works.

    1 vote

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  17. Add optional item in pricing table with Zapier

    Add optional item in pricing table with Zapier

    1 vote

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  18. JavaScript SDK Preselect Template

    It would be really nice to be able set what template you want to open up from the JavaScript SDK and not force the user to pick every time. This would just make the process more streamlined and better for the user. I envision just setting the template ID right in the data object when it calls the doc editor.

    1 vote

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  19. Notification alert when an integration is not working

    Notify account owner when an integration is not working.

    1 vote

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  20. generate a link to the document from CRM

    generate a link to the document from CRM

    ticket https://pandadoc.zendesk.com/agent/tickets/536727

    1 vote

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