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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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971 results found

  1. Build.com

    integration with build.com

    1 vote

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  2. Sendinblue

    Integration with Sendinblue

    1 vote

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  3. Merge a barcode from Salesforce

    1 vote

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  4. Free Agent

    Be able to link with Free Agent as well as Quickbooks.

    1 vote

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  5. Zoho: pass products from related lists

    Zoho: pass products from related lists (not from the products in deal directly).

    1 vote

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  6. Forms feature in Nimble

    use the forms feature with Nimble integration

    1 vote

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  7. SF - Link PD doc audit trail to SF Engagement history

    if action is completed, it get listed in the "Engagement history" within the SF but PandaDoc document creation does not get listed.

    1 vote

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  8. Connect with Credit agency for document approvals

    When documents are completed send data to credit agency for approval

    1 vote

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  9. Docusign

    native ERP connection with Docusign

    1 vote

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  10. recognize field tags with underlines. EV2

    1 vote

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  11. Ability to connect a Proprietary video platform

    integration with proprietary video platform

    1 vote

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  12. Salesforce: correct values for searchable fields (like time and address)

    Salesforce: correct values for searchable fields (like time and address)

    1 vote

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  13. VB scripts

    VB scripts

    1 vote

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  14. Expand Salesforce Sync Search Fields to All Terms

    Expand the search field when syncing a document created in Panda to Salesforce Opportunities - should be able to search for opportunities based on all terms in the opportunity name, rather than exact names.

    1 vote

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  15. Speed up generating a document from Zendesk Sell

    It takes 10-15 seconds to create a document from Zendesk Sell in EV2

    1 vote

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  16. Document values visible Zendesk Sell

    Have the document values be on display in Zendesk Sell integration.

    1 vote

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  17. Zoho time zone localization

    1 vote

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  18. Adobe E-sign

    wants to sign completed docs with adobe esign

    1 vote

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  19. JazzHR

    Integration with JazzHR

    1 vote

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  20. Only checked items in Pricing table to be passed to Xero invoice (Zapier)

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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