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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1042 results found

  1. Co-Card Payment gateway

    1 vote

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  2. Link to SF option improvements

    The option to unlink and relink documents from all the SF objects.

    1 vote

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  3. Let recipients invoice a sender

    1 vote

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  4. Mada Payment (Saudi Arabia)

    Mada Payment (Saudi Arabia)

    1 vote

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  5. Ability to get download links to the documents created via SDK

    1 vote

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  6. Highspot

    Highspot integration

    1 vote

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  7. Marking the documents that are used in an integration

    1 vote

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  8. Solupay

    Connect PandaDoc with Solupay payment gateway

    1 vote

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  9. Global settings: Install Pipedrive for the whole organization

    1 vote

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  10. Zero CRM

    Zero CRM Integration

    1 vote

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  11. Zapier. Ability to update SF opp amount and products when a pricing in PD changes

    1 vote

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  12. Freshsales Form

    Integration with Freshsales Form.

    1 vote

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  13. Ability to push Price Lines from XRM as Base vs Optional

    Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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  14. SFDC. If a lead is converted to an opportunity link all documents in this lead to the new opportunity also.

    1 vote

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  15. Pass product code automatically from Pipedrive

    1 vote

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  16. write back document status in a list view in dynamics

    write back document status in a list view in dynamics

    1 vote

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  17. JSON Payload Update for EV2 with Salesforce

    Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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  18. Loxo CRM

    Integration with Loxo CRM

    1 vote

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  19. link document to a Deal after it has been created from an organization object (Pipedrive)

    1 vote

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  20. Review the content of sent documents in Salesforce

    Review the content of sent documents in Salesforce directly.

    1 vote

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