987 results found

1. Images passed from Salesforce to pricing tables
   9 votes

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2. Payoneer Integration

   I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.

   Here are some key benefits of integrating Payoneer with Pandadoc:

   Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.

   Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are conducted in a secure environment. Integrating Payoneer into Pandadoc would provide an additional layer of security for payment transactions within the platform.

   Faster Payments: Payoneer facilitates faster cross-border payments compared to traditional methods. With this integration, Pandadoc users can enjoy quicker and more efficient payment processing, improving overall workflow speed.

   Enhanced User Experience: The integration of Payoneer would simplify the payment process within Pandadoc, offering users a more cohesive and user-friendly experience. This added convenience can contribute to higher user satisfaction and retention rates.

   Flexibility for Businesses: Businesses often deal with clients and partners across the globe. Payoneer's integration in Pandadoc would provide businesses with the flexibility to send and receive payments in a way that aligns with their global operations.

   I believe that integrating Payoneer into Pandadoc would be a strategic move, aligning with the growing demands of businesses operating in a globalized marketplace. It has the potential to attract more users and enhance the overall value proposition of Pandadoc.

   Thank you for considering this suggestion. I am confident that this integration would be a valuable addition to Pandadoc and greatly benefit its user community.

   I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.

   Here are some key benefits of integrating Payoneer with Pandadoc:

   Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.

   Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are… more

   8 votes

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3. [Monday] Recipient mapping

   It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.

   8 votes

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4. ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign

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

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

5. [Integration]: Go High Level CRM

   Add the CRM Go High Level to PandaDoc

   8 votes

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   3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

6. Auto-populate contact role

   Auto-populate the template role with the contact information from monday.com upon document creation

   8 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. 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

   8 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. freshsales

   It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)

   8 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

9. Freshworks

   Client would like direct integration with freshworks

   8 votes

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   Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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10. Collect Files Field Sync with Google Drive

    Customer would like there to be a way to easily send over uploaded files to Google Drive. (uploaded files from Completed Docs added via Collect Files Field)

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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11. Pass address fields from Freshsales to Pandadoc

    When you select the Contact while creating the doc in FreshSales via the Panda Integration, it pulls in what you said....so they just need to added address fields....thanks!

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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12. multiple choice with Zapier

    pull the information that client selected with multiple choice with Zapier

    8 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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13. Microsoft Power Bi

    Integration with Microsoft Power Bi

    8 votes

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14. Link2CRM Linking documents to objects other than deals
    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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15. Capsule CRM

    Integration with Capsule CRM

    8 votes

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16. MailChimp

    Integration with MailChimp

    8 votes

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17. Autotask

    integration with Autotask

    8 votes

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18. Zoho PandaDoc Documents Section

    Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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19. InfusionSoft / Keap

    Integration with InfusionSoft / Keap

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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20. Document link to SalesForce Quote record

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

    7 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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