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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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641 results found

  1. Use Smart content blocks with Zapier

    10 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. webhook trigger for completed and expired documents

    To be able to separate the webhook trigger for completed and expired documents.

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. send a document to signature via Salesforce automatically

    send a document to signature via Salesforce automatically

    10 votes

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    3 comments  ·  Integrations  ·  Admin →
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  4. Dynamic document owner: Allow Zapier to change document owner

    Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.

    10 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Capsule CRM

    Integration with Capsule CRM

    10 votes

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  6. Suite CRM

    Integration with Suite CRM

    10 votes

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  7. Tokens for products in Pipedrive

    Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).

    10 votes

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  8. InfusionSoft / Keap

    Integration with InfusionSoft / Keap

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Create documents through Pipedirve on the PD mobile app.

    PanadaDoc App - PipeDrive App Integration.

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Images passed from Salesforce to pricing tables

    10 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. EU Server integration with Zapier

    Offer the option to use Zapier with the EU server

    9 votes

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  12. Document link to SalesForce Quote record

    Customer would like to link the document to Quote record in SalesForce

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. pass Pipedrive product image to PD pricing table

    pass Pipedrive product image to PD pricing table similar to PD catalog

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign

    Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.

    9 votes

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    2 comments  ·  Integrations  ·  Admin →
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  15. Import / Update contacts in PandaDoc using Zapier (across all workspaces)

    Import contacts in PandaDoc using Zapier (across all workspaces)

    9 votes

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  16. Ability to save bundled documents separately within Salesforce

    Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.

    9 votes

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  17. Created by in salesforce should be the document creator

    when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Allow one zap to work with multiple templates

    I want to set up a zap based on a trigger which include multiple templates

    so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Zelle Payment Gateway

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. separate sandbox vs production webhooks

    way to control, limit, or identify when a webhook is being sent for a test document vs a production one

    9 votes

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    2 comments  ·  Integrations  ·  Admin →
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