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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1063 results found

  1. Freshsales integration on EU domain

    Freshsales integration on EU domain

    1 vote

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  2. 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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  3. 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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  4. Microsoft Dynamics 365 data-import integration: make Custom Entities viewable in template

    Make Custom Entities viewable in the template when using Microsoft Dynamics 365 data-import integration

    1 vote

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  5. [Intergration] Native way in PandaDoc to change values coming in from Integrations

    Some values from integration are not front-facing friendly, like values of True/False. Please make a way to make a native feature in PandaDoc that lets you convert such values into something that the creator can manipulate. Like changing the True/False into Yes/No in the document.

    1 vote

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  6. disable attachments to Zoho CRM while keeping email attachments

    disable saving PandaDoc document attachments to Zoho CRM while still keeping email attachments enabled.

    1 vote

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  7. Salesforce Child Object Repeater Fields (Non-Product)

    I have the need to use tabular data that is non-product related into my Pandadoc templates.

    What I mean by this is for a quote / proposal or other primary object, I have custom lookup objects in Salesforce that needs to be mapped in a repeatable way into a standard table in Pandadoc.

    I don't want to use a pricing table or quote builder table, just a standard table with rows that repeat for each related lookup object associated with my primary object, say a quote or an opportunity in Salesforce.

    Even better would be an upsert functionality with form…

    1 vote

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  8. Payment Integration: Bunq as a payment gateway.

    Requesting an integration with Bunq as a payment gateway.

    1 vote

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  9. Payment Gateway: Integrate with Bilky as payment solution

    Requesting an integration with Bilky as a payment gateway.

    1 vote

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  10. Pass Total Tax from Zoho

    Pass Total Tax from Zoho

    1 vote

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  11. Monday.com variable refresh

    Ability to REFRESH variables synced to Monday.com. If Monday.com records change, I should be able to REFRESH the variables in PandaDoc to update them. It seems this feature exists for the other major CRM integrations.

    1 vote

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  12. Authorize.net sandbox for testing purposes

    https://logintest.authorize.net/?cobrand=anet

    I want to connect the authorize.net with the above link

    1 vote

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  13. Quickbooks product description mapping

    We need the product description to map from Pandadocs into Quickbooks without it updating the Product library in Quickbooks

    1 vote

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  14. personio integration

    1 vote

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  15. integration with bigin by zoho

    1 vote

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  16. Change payment terms in Quickbooks Invoice

    Change payment terms in Quickbooks Invoice so that it can be due on a custom date instead of immediately.

    1 vote

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  17. Pass Decimal Pricing from PandaDoc to Quickbooks Online

    The ability to pass decimal pricing from PandaDoc pricing table to Quickbooks Online.

    1 vote

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  18. Enhance Embedded Signing session_view.document.loaded Event with Recipient Status Information

    As a developer, I require the sessionview.document.loaded event in Embedded Signing to include detailed recipient status information. Specifically, I need to know if a recipient has completed their assigned fields (isdone - is used in API) immediately upon document load.

    This enhancement would allow for real-time updates and more dynamic user interfaces within my embedded signing workflow.

    Currently, the session_view.document.loaded event does not include any document loading information.
    By adding recipient status details, I can:

    Provide immediate feedback to users about their progress.
    Dynamically adjust the user interface based on recipient completion status.
    Improve the overall user experience…

    1 vote

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  19. Ability to access the Stripe data merge settings without enabling payments

    To access the Stripe data merge settings without enabling payments, in cases like not processing payments through Stripe, but only collecting card details.

    1 vote

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  20. Pull recipients from Salesforce after document creation

    Pull in the newly linked contact to the document that was already created and now linked on the opportunity without retyping the name

    1 vote

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