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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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988 results found

  1. Split lines on Zapier

    Zapier currently pulls recipient info from pandadoc onto the same line making it impossible to use data from an individual recipient

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. Zendesk Sell Show Lead Documents After Conversion

    Documents in Zendesk Sell that were created during the Lead process should be viewable in the PandaDoc integration after the lead has converted into a sale.

    2 votes

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  3. Refresh tokens in Dynamics

    Re-add the refresh token option in EV2

    2 votes

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  4. Merge field - Have the ability to skip the merge field if the CRM field is blank

    2 votes

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  5. IP tracking and filtering

    2 votes

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  6. when the document is uploaded to Microsoft teams, there's no option to convert it.

    when the document is uploaded to Microsoft teams, there's no option to convert it.

    2 votes

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  7. Automation with the internal systems(using freshbook) For invoices and contracts

    Automation with the internal systems(using freshbook)
    For invoices and contracts

    2 votes

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  8. pull photos of users to PandaDoc documents from Salesforce

    pull photos of users to PandaDoc documents from Salesforce

    2 votes

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  9. MS teams - ability to sign in-person

    Would like the ability to sign in-person through Teams integration

    2 votes

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  10. DayForce HR

    Have HR tools as an integration (DayForce)

    2 votes

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  11. display multi-year contract and TCV in the same table: have a multi-year pricing table which has separate total columns for each year

    Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)

    2 votes

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    2 comments  ·  Integrations  ·  Admin →
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  12. Fishbowl

    Client would like to have the ability to integrate with fishbowl

    2 votes

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  13. MS Dynamics GP

    I want to integrate with MS Dynamics GP

    2 votes

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  14. Cascade HR

    Have an integration with Cascade HR system

    2 votes

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  15. a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.

    a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.

    2 votes

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  16. Editing documents in Zendesk Sell

    PandaDoc opens in a new tab - rather than in the frame in Zendesk Sell for editing (or the link is generated and sent to make editing the documents easier and faster)

    2 votes

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  17. Automatically remove users from PandaDoc

    Remove users from Office 365 (Microsoft CRM) --- automatically removed from PandaDoc (sync trigger based on "disabled")

    2 votes

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  18. Pull pipedrive revenue

    2 votes

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  19. Wolters - Kluwer (CCH) CRM

    wolters - kluwer (CCH) crm integration

    2 votes

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  20. Salesforce communities

    integration with SF communities

    2 votes

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