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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1047 results found

  1. 16 votes

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    1 comment  ·  Integrations  ·  Admin →
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    Hi Pandas,

    I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.


    We're aware of some existing limitations and are currently developing solutions to address these issues.

    Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

    https://calendar.app.google/pHa6Xud82oexdoyv6


    During our discussion, we can explore these proposed solutions and gather your feedback.


    Looking forward to your input and working together to enhance your experience with our integration.

    Thanks, Alex.

  2. Choose the PandaDoc template automatically based on salesforce field value or salesforce product

    16 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Link documents to Zoho CRM from PandaDoc side

    16 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  4. Integration with ChargeBee

    15 votes

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  5. 15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Pull in info via tokens with Active Campaign integration

    14 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!

    14 votes

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  8. Integrate Pandadoc with google Workspace

    14 votes

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  9. Integration with ConnectWise

    14 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Option to have Quickbooks as Intergation.

    Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.

    13 votes

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  11. Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.

    13 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. 13 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Zoho: to pull information from subforms

    13 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  14. Be able to add PandaDoc component to SalesForce community page

    13 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  15. Add the CRM Go High Level to PandaDoc

    12 votes

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  16. Lawpay is the most widely used payment gateway for lawfirms across the country.
    Note: Affinipay is the parent company

    12 votes

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  17. Integration with workday to allow for documents to be sent out of workday and tracked.

    12 votes

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  18. Podio CRM integration

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. Pass files from SalesForce attached files to PandaDoc document as attached files

    12 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  20. Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.

    12 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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