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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1015 results found

  1. AvaTax (Avalara)

    Would be great to have an integration with Avalara to auto-populate the sales tax on pricing tables.

    7 votes

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  2. RESCO CRM

    RESCO CRM

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Conditional Charging Logic

    The ability to do a surcharge for credit cards but not ACH

    7 votes

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  4. Salesforce, link PandaDoc to multiple Salesforce Objects

    7 votes

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  5. [Reporting] Salesforce Activity

    Salesforce reporting feature with PandaDoc integration.

    7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  6. Hiding the banner of the document when embedding through an iFrame

    Hiding the banner of the document when embedding it through an iFrame

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  7. Ability to link documents created via Zapier to a CRM record

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  8. the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39804400

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. More Copper Variables

    Additional Copper Variables to be put in a PandaDoc template.

    7 votes

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  10. Dynamic fields when pulled from Salesforce

    Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.

    7 votes

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  11. Pipedrive. Ability to pull deal duration to pricing tables

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. Attach PDFs to Accounts in Salesforce When Creating From Opp

    When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. Enhanced 2-Way Product Sync between Salesforce and PandaDoc

    Currently you have an automation that updates Salesforce Opportunity Products if there are changes made to certain fields in the PandaDoc (e.g., Discount, Line description, Quantity and Sales price), when a status changes to either Sent or Completed.

    It would be good to be able to update Opportunity Products in Salesforce, the entire products or parts of a product, and then be able to update the table in PandaDoc to avoid double handling. If I want to remove a product from PandaDoc, I also have to remove it from Salesforce and vice versa.

    6 votes

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    2 comments  ·  Integrations  ·  Admin →
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  14. Rippling

    Requesting an integration with Rippling to PandaDoc

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Salesforce Contact role additional Fields mapping

    Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Hibob HR Software

    Hibob HR Software integration

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. Dynamics 365 Business Central

    Integration with Dynamics 365 Business Central

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Switch workspaces in MS Dynamics

    Need to be able to switch workspaces inside MS Dynamics integration without opening PandaDoc in a new tab to improve efficiencies for their teams.

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  19. Ability to embed Editor 2.0 to web application

    6 votes

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  20. Edit Quickbooks invoice sent to customer

    6 votes

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