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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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629 results found

  1. Etapestry

    Iintegration with Etapestry

    1 vote

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  2. Redirect to the PandaDoc app (full window) when creating a document in Zendesk Sell

    1 vote

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  3. BombBomb

    Integrations with QB, Bomb bomb

    1 vote

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  4. Dynamically pull images/field data from LogicGate program

    Dynamically pull images/field data from LogicGate program

    1 vote

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  5. Remove card details field for users

    Have the option to remove/hide card details field for users to add to docs.

    1 vote

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  6. SFDC - Prevent document based on a field or stage

    Hide the "New Document" button on the pandadoc widget based on some field logic or opportunity stage.

    1 vote

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  7. Toast POS

    Toast Restaurant POS integration

    1 vote

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  8. Separate Google Drive per User

    Allow each user to upload from separate google drive accounts rather than the same google drive account

    1 vote

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  9. MeridianLink

    Lost a 100 user customer due to not having a direct integration

    1 vote

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  10. ArchiOffice

    Integration with ArchiOffice
    ArchiOffice is a project management software for accountants. https://www.bqe.com/products/archioffice

    1 vote

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  11. Sales Screen

    Sales Screen Integrations

    1 vote

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  12. Pull SalesForce opportunity products when a document is created via an Account

    1 vote

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  13. automatically change the values coming from SFDC to the pricing table (e.g abbreviations)

    we should be able to automatically change the name of the SF products in the pricing tables. For example if we have a product called EC in SF can we have it displayed as Employee compliance in the pricing table when this is pulled in

    1 vote

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  14. RevTrak

    Integration with RevTrack

    1 vote

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  15. Dictate which folder a document goes to when it is created within Salesforece

    1 vote

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  16. Change Salesforce Sync Trigger names

    Client does not want to see the status as the name of the document in the notes view. He would like to be able to change the name to the actual document name instead of seeing the document status.

    1 vote

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  17. attachment on a PD doc to be stored separately in Files in SFDC

    1 vote

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  18. Pre-assign Roles in Zendesk Sell EV2

    Allow for integration between Zendesk Sell and PD the capability of pre-asssigning the recipients to the role when creating a document within Zendesk Sell (EV2)

    1 vote

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  19. control what status changes will trigger product 2 way sync in sfdc

    option to prevent sfdc product 2 way sync from triggering on expired status change. currently its for any status

    1 vote

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  20. use LaTex to PandaDoc

    use LaTex to PandaDoc

    1 vote

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