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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1043 results found

  1. Ability to pull information about products from salesforce to a document as variables/tokens

    2 votes

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    Not Planned  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi there,

    Thanks for sharing this idea. At the moment, this is not on our roadmap, mainly because the use case isn't fully clear to us yet.


    Currently, line items or products are pulled in and used as inputs for our quoting components — like the pricing table or quote builder. We're not planning any changes here for now.


    That said, if you have a specific scenario or workflow in mind, we’d really love to hear it! Feel free to reply here or drop me an email — happy to follow up and see if this is something we should explore further.

  2. Tagging of PDF's

    2 votes

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  3. Pass formula fields from Freshsales with commas

    2 votes

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  4. MS Dynamics: Stakeholder recipient support

    Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.

    2 votes

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  5. ability to link a custom field in Salesforce to the grand total (document value)

    2 votes

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  6. The ability to transfer the description part of the Pipedrive catalog directly

    2 votes

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  7. PandaDoc add on for Gsuite

    2 votes

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  8. Product Description in CRMs

    Pricing table: the option not to pull the product description while it still stays in the CRM.

    2 votes

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  9. Remove Salesforce document drafts

    Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

    2 votes

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  10. discount to pass in Zoho(if not quotes)

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. EV2. MS Dynamics - Ability to update document info for EV2 documents/.

    2 votes

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  12. Pull information across different record types

    2 votes

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  13. Ability to download a receipt as a separate document (PDF)

    2 votes

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  14. Copper Sync - Refresh Document

    Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

    2 votes

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  15. Payment Gateway - Alipay

    2 votes

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  16. Freshsales integration on EU domain

    Freshsales integration on EU domain

    1 vote

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  17. Update Hubspot Property with PandaDoc document status.

    I am also looking to populate a property to log the time stamp of when a document has been sent and when a document has been paid. For this I've created a property called "PandaDoc status" on hubspot deals. I would like this property to mirror the live status of the document. While I see how to change the deal stage, I want to send the document status to a property in hubspot. Can you help me with this please? It's quite urgent so if you could get back to me asap that would be great!

    1 vote

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  18. Video Conference Integration with AI

    The ability to generate documents based on meeting transcripts with clients supporting popular platforms like Zoom, MS Teams, GMeet, etc.

    1 vote

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  19. Monday.com: automatically sync Monday.com phone numbers data to PandaDoc contacts

    Monday.com: automatically sync Monday.com phone numbers data to PandaDoc contacts so numbers are autopopulated when going to send document via SMS/Text

    1 vote

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  20. Make Custom Entities viewable in template from Microsoft Dynamics

    mlazich@fsistrategies.com

    1 vote

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