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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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973 results found

  1. I would like to be able to have my completed PandaDoc's move to the Atachments section within 'Deals' in the Zoho CRM

    I would like to be able to have my completed PandaDoc's move to the Attachments section within 'Deals' in the Zoho CRM.

    1 vote

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  2. Add default role to PandaDoc package for Microsoft Dynamics with access to the table "PandaDoc Tokens Mapping"

    1 vote

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  3. QuickFee

    integration with QuickFee payment solution

    1 vote

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  4. Pass line items as numbers not array strings to Zapier

    1 vote

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  5. Document creation on the account level

    1 vote

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  6. Financial Force

    Integration with Financial Force

    1 vote

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  7. Salesforce Marketing Cloud

    Salesforce Marketing Cloud integration

    1 vote

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  8. MD-Staff

    MD-Staff integration

    1 vote

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  9. DoD reader

    to create a digital signature with a DoD reader through PandaDoc

    1 vote

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  10. Cisco WebEx

    Integration with Cisco WebEx

    1 vote

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  11. TAGS are not pass over using Zapier

    1 vote

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  12. Mirror custom product orders from SFDC in Pricing Table

    Mirror custom product order when synced to PD Pricing table.

    1 vote

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  13. Linking the contact role in D365 to the role on the template

    Linking the contact role in D365 to the role on the template

    1 vote

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  14. Drift + PandaDoc

    PandaDoc + Drift.com would provide a huge value to customers.

    1. PandaDoc customers would receive notifications when prospects are viewing a proposal and answer questions directly within chat.

    2. Customers could be routed to the representative that sent the proposal.

    3. CRM would reflect both interactions providing teams with better insights on messaging.

    1 vote

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  15. Ability to pull products from Insightly

    Insightly integration doesn't allow the customer to pull products (they have had to do their own API integration); was told by Insightly that it had to do with us still being on the old version of their API

    1 vote

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  16. Sellsy

    Have the native integration between PandaDoc and Sellsy

    1 vote

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  17. Drive CRM

    Integration with Drive CRM

    1 vote

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  18. New payment gateway to be added - Paymentsense

    We would like to ask for our payment gateway to be included in the integrations... We use Paymentsense (https://www.paymentsense.com/)

    1 vote

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  19. To search for Zendesk Sell contacts

    1 vote

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  20. GetHired

    HR platform used for onboarding new employees. Would be nice to create documents from here and pull in the new employee info.

    1 vote

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