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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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641 results found

  1. 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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  2. Ordway

    Ability to integrate with Ordway and create a seamless quote-to-cash experience for customer, and tie that info/payment in with their billing system.

    1 vote

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  3. Signature connector tool

    Ability signature too for applications or forms that are not in panda.

    1 vote

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  4. Adyen

    Adyen integration

    1 vote

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  5. Attach PDF copy to SF when the document was updated

    1 vote

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  6. Remove the "most recently used" templates option in Salesforce

    This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.

    1 vote

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  7. Allow deleting PandaDoc documents from Pipedrive

    I use the PandaDoc integration in Pipedrive. Is there a way to delete draft contracts from pipedrive without having to log into panda doc and search for the draft?

    1 vote

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  8. Payment gateway with EasyPayDirect

    1 vote

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  9. Paperform

    paperform native integration: pull data from new submission to the doc

    1 vote

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  10. Trigger Doucment creation via SFDC workflows

    Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

    1 vote

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  11. Model popup when clicking privacy link in embedded view

    Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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  12. Co-Card Payment gateway

    1 vote

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  13. Link to SF option improvements

    The option to unlink and relink documents from all the SF objects.

    1 vote

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  14. Let recipients invoice a sender

    1 vote

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  15. Marking the documents that are used in an integration

    1 vote

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  16. Solupay

    Connect PandaDoc with Solupay payment gateway

    1 vote

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  17. Freshsales Form

    Integration with Freshsales Form.

    1 vote

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  18. Ability to push Price Lines from XRM as Base vs Optional

    Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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  19. SFDC. If a lead is converted to an opportunity link all documents in this lead to the new opportunity also.

    1 vote

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  20. write back document status in a list view in dynamics

    write back document status in a list view in dynamics

    1 vote

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