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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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629 results found

  1. CompanyCam

    We would love to be able to pull images right out of CompanyCam and add into our proposal!

    5 votes

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  2. A feature to access Child Object attributes from Parent Object. SalesForce

    Please add a feature to access child Object attributes of any Parent Object in SalesForce, i.e in Opportunity there should be a feature to define Tokens for Opportunity Line Items as Line Items are in Child relationship to Opportunity.

    5 votes

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  3. Automate.io

    Introduce native automate.io integration

    5 votes

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  4. Sage 200

    Integration with accounting software like Sage 200

    5 votes

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  5. library of already added designs from Canva in PandaDoc

    library of already added designs from Canva in PandaDoc

    5 votes

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  6. Push Form document to Salesforce

    Associate a completed Form response to a Salesforce record.

    5 votes

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  7. Google docs extension similar to word

    Have the same functionality as PD word extension but within Google docs

    5 votes

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  8. Pull values to Pricing Table custom columns via Zapier

    At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.

    5 votes

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  9. Ability to populate dates in Freshsales through tokens without timestamps

    5 votes

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  10. AmoCRM

    Integration with AmoCRM,

    5 votes

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  11. To be able to provide placeholders for checkboxes in Zapier. EV2

    5 votes

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  12. Ability to format custom product fields from Salesforce

    Ability to pass custom product fields from Salesforce as currency.

    5 votes

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  13. 2-way synchronization with Copper

    2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    5 votes

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  14. [Zendesk sell] sync pandadoc and zendesk sell contacts

    sync pandadoc and zendesk sell contacts

    5 votes

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  15. Add value on textfields using CRM variables

    5 votes

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  16. add products from Pipedrive to catalog automatically (sync)

    add products from Pipedrive to catalog automatically

    https://pandadoc.zendesk.com/agent/tickets/522217

    4 votes

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  17. Generate link for draft document

    The actual question we have is if it's possible to generate a link to a document in the draft status, allowing the user to send that link directly to a recipient for e-signature instead of having the document sent through PandaDoc app.

    4 votes

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  18. limit document creation to be only created from CRM at the template level

    limit document creation to be only created from the CRM at the template level
    This will assist with adoption and further implementing best practices.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Salesforce trigger: update custom object stage

    Option to use Salesforce trigger to update custom object status when PandaDoc status is updated

    4 votes

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  20. Conditional placeholder value based on CRM value

    Conditional placeholder value based on CRM value
    - customize placeholder value based on a condition value from CRM

    4 votes

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