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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1016 results found

  1. Bulk upload documents from Google drive

    Ability to bulk upload documents from a shared Google drive into a PandaDoc workspace.

    2 votes

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  2. Jonas Encore CRM

    Jonas Encore CRM integration

    2 votes

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  3. Ability to pass info from Quotes in Salesforce to Pandadoc

    2 votes

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  4. Canva Docs

    Allowing Canva DOCS to be utilized in Panda

    2 votes

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  5. Set Exclusion Rules for Salesforce Status Triggers

    Set Exclusion Rules for Salesforce Status Triggers

    2 votes

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  6. The option to have the status of a deal changed in Fresh CRM once a document changes its status

    2 votes

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  7. Bundle document in Salesforce PandaDoc module

    Ability to click on the "+ Document" option in Salesforce's PD module

    2 votes

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  8. Disable automatic webhook deactivation

    Do not deactivate webhook automatically even if HTTP 4xx client errors occur

    2 votes

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  9. Pinch

    Include Pinch as payment gateway

    2 votes

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  10. Option to pull value from Pipedrive Deal custom field to the pricing table

    Option to pull value from the Deal custom field to the pricing table in PandaDoc

    2 votes

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  11. Ability to transfer document ownership when a document is created in Zapier

    It would be useful to be able to have the ownership of a document changed to someone else on a team such as a coworker / employee when it's created in Zapier.

    2 votes

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  12. Automation for Zoho: if I select the Zoho CRM Checkbox then a Page or Block with all that informations about the product would appear

    Selecting a Zoho CRM Checkbox on a Page or Block, and all the information about the product would appear automatically in the PandaDoc Proposal.

    2 votes

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  13. Support Custom VidYard URLs

    Our sales team's VidYard URLs do not work with PandaDoc because we have custom VidYard URLs set up. It would be great custom URLs from VidYard were supported.

    2 votes

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  14. Organization Variables for Zendesk

    Have variables set up at the Organization level, not just the User and ticket level.

    2 votes

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  15. Show Workspace ID in document details endpoint

    Show workspace ID to the response of Get document details call

    2 votes

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  16. Google Analytics

    Google analytics integration.

    2 votes

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  17. link documents to Sugar CRM

    2 votes

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  18. ReAmaze CRM

    Integration with ReAmaze CRM

    2 votes

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  19. Add pricing items to the summary in Stripe receipt

    Add pricing items to the summary in Stripe receipt. For example, if PandaDoc pricing table has 2 items and VAT in the pricing table, this info should be reflected in the Stripe receipt

    2 votes

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  20. Ability to access PandaDoc via MS Dynamics' Context IQ

    Allow users to utilize PandaDoc while on MS Dyanmics' Context IQ feature.

    • Context iQ allows collaboration with colleagues or customers right from Dynamics 365. Start a chat without switching apps and stay focused on the task at hand.

    https://dynamics.microsoft.com/en-us/dynamics-and-teams/

    2 votes

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