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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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988 results found

  1. creating documents in Pipedrive without pre-assigning recipients from a deal

    ability of creating documents in Pipedrive without pre-assigning recipients from a dea

    2 votes

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  2. Ability to set document title for Zendesk Support Integration

    By default, Zendesk Support changes the document title to that of the Subject line, it would be better if there is an option to configure this.

    2 votes

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  3. Dynamics 365 Jobs

    Integration with Dynamics 365 Jobs

    2 votes

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  4. to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in

    to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in PandaDoc and synchronize each one of them into separate Dropbox folders

    2 votes

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  5. Ability to pull products from Copper CRM into pricing tables

    2 votes

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  6. Capitalized Variable from CRM tokens

    Capitalized Variable from CRM tokens

    2 votes

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  7. More documents in Pipedrive document panel

    To be able to toggle an option to view more documents in the PAndadoc panel in Pipedrive.

    2 votes

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  8. Customize Integration token fonts style and size

    Customize Integration token fonts style and size

    • Alow the user to customize font style and size of the integration tokens
    2 votes

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  9. Create a Pandadoc Document from the Accounts Panel in Freshworks CRM.

    It would be nice to have an ability to create a Pandadoc Document from the Accounts Panel in Freshworks CRM. Currently it is available in Deals Section only.

    2 votes

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  10. Tokens cross-object population for Freshsales

    2 votes

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  11. Salesforce Contract records

    When a Panda Doc file is created from an Opportunity record, create SFDC Contract

    2 votes

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  12. Profile (Intuit tax software)

    Integration with Profile, intuit tax software

    2 votes

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  13. Most recent documents at the top first in Salesforce

    if there is a way we can set salesforce to show the most recent PandaDoc documents at the top first.

    2 votes

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  14. SDK

    Please update create Document function in the SDK to accept binary PDF (not url).

    2 votes

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  15. Allow e-check for authorize.net

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. Sync docs in Zendesk Sell with Zendesk Support

    2 votes

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  17. Copper - pass Work phone number as a token

    The work Phone Field with a small triangle https://share.getcloudapp.com/NQu78XJd should be populated as a token. As for now, we don't have an option to add it to the PandaDoc token list. The workaround is to create a custom field.

    2 votes

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  18. Push the updates to custom object in Salesforce for notes

    Push the updates to custom object in Salesforce for notes

    2 votes

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  19. Wire Transfer and pass the 4% charges to the Customer

    Wire Transfer and pass the 4% charges to the Customer

    2 votes

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  20. ability to pass more than one Salesforce related list into pricing table

    currently you can only pass one related list for pricing tables at a time

    2 votes

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