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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1015 results found

  1. JavaScript Embed: Template (Editor 2.0) / document in Draft status.

    1 vote

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  2. Revinate

    We need either a mail merge functionality or integration with Revinate so PandaDoc can automatically pull client details into our templates.

    1 vote

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  3. PayJunction

    integration with payjunction payment gateway

    1 vote

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  4. 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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  5. Payment gateway with Paystand

    1 vote

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  6. Recipient verification for documents created via Salesforce

    1 vote

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

    1 vote

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

    1 vote

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

    1 vote

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  12. 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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  13. DealerTrack

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

    1 vote

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  14. Cloze CRM

    Integrate with Cloze CRM to automatically generate contracts

    1 vote

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  15. PandaDoc to Bullhorn CRM

    1 vote

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  16. Gastronovi

    Integration with Gastronovi

    1 vote

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  17. 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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  18. 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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  19. Discord

    Integration with Discord

    1 vote

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  20. [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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