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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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984 results found

  1. Pull in info via tokens with Active Campaign integration

    14 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. 14 votes

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  3. The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?

    14 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. 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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  5. Integrate Pandadoc with google Workspace

    14 votes

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  6. Integration with ConnectWise

    14 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. 14 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  8. GoHighLevel CRM

    13 votes

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  9. 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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    1 comment  ·  Integrations  ·  Admin →
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  10. 13 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. 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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  12. PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.

    It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.

    12 votes

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  13. 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.

    12 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. have a PandaDoc documents status show in Monday.com for a particular row based on an email address

    12 votes

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  15. Podio CRM integration

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. 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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  17. make.com integration

    11 votes

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  18. Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Lawpay is the most widely used payment gateway for lawfirms across the country.
    Note: Affinipay is the parent company

    11 votes

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

    11 votes

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