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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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986 results found

  1. Workbooks

    Integration with workbooks

    1 vote

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  2. Hide empty rows from a table automatically

    A way to hide fields/rows of text in a document (created from a template) that are pulling data from Zendesk via variables if that particular field is empty.

    1 vote

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  3. Automations: send a document when a new lead in generated in Pipedrive

    Option to send a PandaDoc document when a new lead in generated in Pipedrive

    1 vote

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  4. Access PandaDoc through Teams within Dynamics app

    Have the ability to access PandaDoc by going through the Dynamics 365 app within MS Teams.

    1 vote

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  5. SherpaDesk

    SherpaDesk integration

    1 vote

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  6. ACT CRM

    Ability for PandaDoc to integrate with ACT CRM

    1 vote

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  7. Glide Apps

    Glide Apps Integration

    1 vote

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  8. Connect catalog in Quickbooks Online to PandaDoc

    Option to automatically update the Catalog in PandaDoc if product price, description, etc is changed in QB Online

    1 vote

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  9. Pipedrive: map additional discount to the total discount in pricing table

    Option to show additional discount from Pipedrive in the total of the pricing table in PandaDoc

    1 vote

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  10. not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday

    not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday

    1 vote

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  11. Two separate accounts connected to one Salesforce instance

    1 vote

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  12. Template Thumbnails (embedding)

    Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
    Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

    1 vote

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  13. Support native salesforce automation functionality like Flow and apex trigger

    1 vote

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  14. Pull data from a PandaDoc document into a Word document natively

    1 vote

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  15. Automations for Microsoft Teams: upload a document to a specific channel/folder upon its completion.

    1 vote

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  16. add Maverick payment gateway

    add Maverick payment gateway

    1 vote

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  17. Account objects in Freshsales

    Account objects in Freshsales

    1 vote

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  18. Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams

    Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams

    1 vote

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  19. PandaDoc in Salesforce Financial Service cloud

    Adding PandaDoc module to Salesforce Financial Services Cloud

    1 vote

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  20. MS Teams: all users' notifications

    Option to see all users' notifications from all workspaces within MS Teams

    1 vote

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