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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1015 results found

  1. When both Order and Contract have been completed set status to Closed in Salesforce

    When both Order and Contract have been completed set status to Closed in Salesforce

    1 vote

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  2. Link a PandaDoc document to a Pipedrive deal via Zapier.

    1 vote

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  3. Customize SalesForce PDF trigger

    Possibility to auto-link PDF to the object you create the document from and other objects linked to the parent one.

    1 vote

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  4. Legal advising software

    Integration with Legal advising software to help with agreements

    1 vote

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  5. Log email reminders to Salesforce

    Templates are setup to send reminder emails to customers. Is it possible to log those email reminders to Salesforce?

    1 vote

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  6. Pull in tax from Zoho as template field

    1 vote

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  7. Kajabi

    Integration with Kajabi

    1 vote

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  8. SCORE CRM

    SCORE CRM

    1 vote

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  9. collect payments with Tickets.com/ProVenue

    collect payments with Tickets.com/ProVenue

    1 vote

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  10. Collect payments with payonlineticket.com

    collect payments with payonlineticket.com

    1 vote

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  11. Scorp CRM

    Scorp CRM

    1 vote

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  12. AroFlo

    Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.

    1 vote

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  13. WorkOrder Standard Object in Salesforce

    Utilize the WorkOrder standard object in salesforce and use with PandaDoc integration

    1 vote

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  14. Add SecurePay as payment option

    Add SecurePay as payment option

    1 vote

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  15. Nimble CRM, currency field format

    Ability to preserver Nimble CRM price field's formatting and currency symbol when passed over to PandaDoc.

    1 vote

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  16. Pricing table data merge option for Pipeliner CRM

    Data merge option for Pipeliner CRM

    • will alloe the user to set up data merge for Pipeliner CRM
    1 vote

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  17. Include account / contact info related to opportunity into Salesforce metadata

    Extend metadata received from Salesforce when creating a document (for now only object id is pulling through - would be cool to have some related records as well for example if there's account/contact related to opportunity).

    1 vote

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  18. Milanote

    An integration with the creative app Milanote, allowing for documents to be shared into the Milanote app such that they're dynamic (ie. when you click on the document it takes you through to PandaDoc).

    1 vote

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  19. Export ALL figures in Deals as CSV so they can be imported to other apps to update Dept budget figures

    This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.

    1 vote

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  20. ability to use variables for Pipedrive line item taxes separately and not as a sum.

    ability to use variables for Pipedrive line item taxes separately and not as a sum.

    1 vote

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