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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1043 results found

  1. Two separate accounts connected to one Salesforce instance

    1 vote

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  2. 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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  3. Support native salesforce automation functionality like Flow and apex trigger

    1 vote

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

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

    1 vote

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  6. add Maverick payment gateway

    add Maverick payment gateway

    1 vote

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  7. Account objects in Freshsales

    Account objects in Freshsales

    1 vote

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  8. 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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  9. Google Workspace add-on for EU server

    Google Workspace add-on for EU server customers

    1 vote

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  10. Make.com: create attachments

    Option to create document attachments via Make.com

    1 vote

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  11. Lexoffice

    Integrate with Lexoffice

    1 vote

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  12. noCRM.io

    Native Integration with noCRM.io

    1 vote

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  13. Trainual

    Ability to integrate with Trainual

    1 vote

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  14. Payment integration with Rotessa

    1 vote

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  15. Ability to send Salesforce related files as PandaDoc documents.

    Ability to send Salesforce related files as PandaDoc documents.

    1 vote

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  16. Use a variable instead of the recipient email to match the client in Quickbooks

    Ability to use a variable instead of the recipient email to match the client in Quickbooks

    1 vote

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  17. Download documents directly to Google Drive

    1 vote

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  18. Link CRM products to Catalog

    Option to link products from CRM to the Catalog in PandaDoc. So you can select CRM products in the pricing table the same way you select products from Catalog.

    1 vote

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  19. MS Dynamics: pass HTML formatting to PandaDoc document

    If the values passing from Dynamics are in HTML format, pass those values rendered correctly to PandaDoc, for now, the values are passed as plain text.

    1 vote

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  20. Button in Salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the rec

    Button in salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the recipient.

    1 vote

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