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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1015 results found

  1. [Pipedrive] map document status with Deal status

    Trigger Completed Document connected to Pipedrive deal to automatically change to Won status

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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    Early Access  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hey Panda,

    Good news — we did it! 🎯


    We’ve just launched early access for our brand new PandaDoc + Pipedrive setup, including CPQ and Sync Rules! 🛠️


    👉 Watch the quick demo:

    https://www.loom.com/share/7510ac4b38df436aa30fe68b29112a68


    If you want to join the early access group, just reply to this email with your availability/timezone and organization name/email.


    I’ll enable the test and we’ll schedule a quick session to explore it and gather your feedback.


    You can also grab a slot on my calendar here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    But heads-up: it’s filling up fast (thanks to the Pipedrive buzz!). If you don’t see a time that works, no stress, reply with your availability/timezone and organization name/email, and I’ll handle the rest.


    ⚠️ If you don’t see the sync rules icon under templates, that’s totally normal; it just means the feature isn’t enabled yet. I’ll activate it once we connect.


    Thanks for being awesome,

    Alex from PandaDoc 🐼

  2. Link2CRM Linking documents to objects other than deals

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Google Forms

    Integration with Google Forms

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. MailChimp

    Integration with MailChimp

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Autotask

    integration with Autotask

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. 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  ·  Admin →
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  7. Stax

    Integration with Stax payment gateway

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. checks with Quickbooks

    collect checks with Quickbooks

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. Notion

    Notion integration

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Add Tax field to Zapier 'Create Document in PandaDoc' action

    The 'Create Document in PandaDoc' action in Zapier doesn't include the Tax field in the pricing table section.

    This means we can't include tax on our quotes.

    It includes all the other important fields, so it would be great if this one could be added.

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. 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

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Webhook Payload should include reason for Declined Document

    Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Connect two separate CRM accounts to one PandaDoc workspace.

    Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.

    7 votes

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    2 comments  ·  Integrations  ·  Admin →
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  14. Sort templates shown when creating documents via CRM integrations

    Sort templates when creating documents via CRM integrations by Title, etc.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. ability to pull negative numbers from salesforce

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. PDF attach as files from Monday.com

    get the PDF directly to Monday and not a link

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.


    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.


    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

  17. Greek / French / German bank transfer through Stripe

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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  18. Bundles working with Salesforce

    Should be possibility to start a bundle when creating a document bundle from Salesforce

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Link documents to MS Dynamics CRM objects.

    Link creation with MS Dynamics.

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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  20. Connect to an account in Salesforce (not opportunity)

    Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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