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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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997 results found

  1. Auto-populate contact roles from Dynamics

    Auto-populate contact from the dynamics when creating a document (as it works in SF).

    1 vote

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  2. Payment gateway with Paystand

    1 vote

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  3. Recipient verification for documents created via Salesforce

    1 vote

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  4. Ability to create a document from a template in Salesforce from a direct link

    • will allow a user to click Button URl to create a document.
    1 vote

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  5. Automate the creation of the products in the pandadoc product catalog via Make/Integromat

    1 vote

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  6. Zoho: pass the taxes in flat amount if using Quote builder

    1 vote

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  7. Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    https://pandadoc.zendesk.com/agent/tickets/507683

    1 vote

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  8. Be able to add "Collect files" field with the help of field tags

    1 vote

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  9. RouteOne

    We use RouteOne for our purchase processes - purchasing & financing for our dealerships. Things would be more efficient if PandaDoc integrated with the system.

    1 vote

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  10. DealerTrack

    We need PandaDoc to integrate with DealerTrack which we use to connect dealers with lenders.

    1 vote

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  11. Cloze CRM

    Integrate with Cloze CRM to automatically generate contracts

    1 vote

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  12. PandaDoc to Bullhorn CRM

    1 vote

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  13. Gastronovi

    Integration with Gastronovi

    1 vote

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  14. Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.

    Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.

    1 vote

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  15. attach a document from one deal to another in Pipedrive

    attach a document from one deal to another in Pipedrive

    1 vote

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  16. Discord

    Integration with Discord

    1 vote

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  17. [Integration feature] Map items from Quickbooks to Pricing table and Advanced Quotes

    • Will allow the user to pass / sync items from quickbooks to PD pricing table / Advanced quotess
    1 vote

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  18. SharpSpring CRM

    1 vote

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  19. Webhook for entire account

    I'm building up our workspace structure whilst integrating Pandadocs with our internal systems. I have a Webhook working at the top Workspace level but have noticed it isn't triggered at the child workspace level.

    I've looked at the integrations for the child workspaces and there are no webhook entries. I've viewed the parent webhook, and there's no option to share this across workspaces.

    Is it possible to have a webhook triggered across our entire account? Or would I need to setup a webhook for every single workspace?

    1 vote

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  20. Pulling related lists from Microsoft Dynamics

    Pulling related lists from Microsoft Dynamics. The client has a related list attached to the Quote record and would like to pull the information from it to the PandaDoc document.

    1 vote

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