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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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641 results found

  1. Workwave

    Integration with Wokrwave and ability to use Collect card details field with this integration

    1 vote

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  2. Ability to auto save pdf in SFDC from expired status

    1 vote

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  3. See the Document Record for all workspaces in Salesforce

    Would like to see the metadata record that is created in Salesforce work for all of our workspaces. As it is, we only see them for one of our workspaces.

    1 vote

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  4. Ungerboeck

    Integration with Ungerboeck

    1 vote

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  5. SFDC triggers for SFDC activities via PandaDoc

    The ability to control SFDC activities and triggers via PandaDoc.

    1 vote

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  6. Ability to search by recipient names in Microsoft teams

    1 vote

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  7. Support processing for multiple file documents in Zapier

    1 vote

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  8. Pull Content Library Item to Document via Zpier

    Well I'm using zapier to connect various system.. And I have made a new template and saw that you have launch part #1 of smart content.. Where you can pre-define a content library to a "block" in the contract.

    1 vote

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  9. Ability for SF fields to display two decimal places to match field formatting

    1 vote

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  10. Agera

    integration with Agera

    1 vote

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  11. Manually changing document status in the MS Dynamics iFrame

    Manually changing document status in the MS Dynamics iFrame

    1 vote

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  12. Processing time

    Would like to speed up the processing time when when running document details call to get a list of 3000+ docs.

    1 vote

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  13. Evalon (Fusebox)

    Integration with Evalon (Fusebox).

    1 vote

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  14. Option to Set up trigger for opportunity amount in SF

    Option to Set up trigger for opportunity amount in SF

    1 vote

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  15. Pricing Table Mapping for SalesForce Contracts and Contract products

    1 vote

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  16. QuickFee

    integration with QuickFee payment solution

    1 vote

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  17. Pass line items as numbers not array strings to Zapier

    1 vote

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  18. Document creation on the account level

    1 vote

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  19. Financial Force

    Integration with Financial Force

    1 vote

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  20. Cisco WebEx

    Integration with Cisco WebEx

    1 vote

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