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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1049 results found

  1. 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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  2. SherpaDesk

    SherpaDesk integration

    1 vote

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  3. ACT CRM

    Ability for PandaDoc to integrate with ACT CRM

    1 vote

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  4. Glide Apps

    Glide Apps Integration

    1 vote

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  5. 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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  6. 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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  7. 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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  8. Two separate accounts connected to one Salesforce instance

    1 vote

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  9. 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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  10. Support native salesforce automation functionality like Flow and apex trigger

    1 vote

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

    1 vote

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

    1 vote

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  13. add Maverick payment gateway

    add Maverick payment gateway

    1 vote

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  14. Account objects in Freshsales

    Account objects in Freshsales

    1 vote

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  15. 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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  16. Google Workspace add-on for EU server

    Google Workspace add-on for EU server customers

    1 vote

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  17. Make.com: create attachments

    Option to create document attachments via Make.com

    1 vote

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  18. Lexoffice

    Integrate with Lexoffice

    1 vote

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  19. noCRM.io

    Native Integration with noCRM.io

    1 vote

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  20. Trainual

    Ability to integrate with Trainual

    1 vote

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