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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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986 results found

  1. Disable the ability to download a PandaDoc Document from within HubSpot.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  2. Integration with Egnyte

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  3. Would love to be able to integrate directly into Click Up to create tasks from accepted documents AND attach the document to the task. Would make our workflow much easier, and reduce some manual processes.

    1 vote

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  4. Do you plan to add WORDLINE/INGENICO payment support ? It's a European leader.

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  5. Integrate with Dataforma's AP

    1 vote

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  6. Integration with Knowify.

    1 vote

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  7. Ability to keep the template currency when importing products from Pipedrive.

    1 vote

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  8. The Nutshell integration to be made available for accounts in the EU server.

    1 vote

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  9. 1 vote

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  10. Native integration with Survey Monkey or apps for quizzes.

    1 vote

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  11. Ability to connect Authorize.net sandbox environment.

    1 vote

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  12. connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement

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  13. Decimal places in Salesforce tokens, have more than 2 numbers after decimal

    1 vote

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  14. The feature that will automatically link duplicates of documents created via CRM integration to the same CRM record.

    1 vote

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  15. Option to map one field in PandaDoc with several fields in Salesforce, for example, pull contact first and last name fields from SF to one text field in PandaDoc document

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  16. Ability to pull specific content builder blocks from PandaDoc to SalesForce. Use case:
    Statements of Work are created with a series of tasks built from content blocks in the content library. Each content block can contain a "task." Ideally, this list of tasks or content blocks should be sent to SalesForce to populate another system for project management.

    1 vote

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  17. Add the ability to set up PandaDoc as trigger and action at the same time.

    1 vote

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  18. Add all the contacts that are related to the deal to the document and attach the newly created document under each contact in Active Campaign in PandaDoc Documents section.

    1 vote

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  19. Ability to to pre-fill the SF Opportunity/Custom object ID to a PandaDoc document URL.

    1 vote

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  20. Option to update products in the pricing table when the document is linked to Salesforce opportunity from the PandaDoc side

    1 vote

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