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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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610 results found

  1. Multiple Stripe accounts per workspace

    31 votes
    Idea  ·  4 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  2. Tokens cross-object population for Salesforce

    Tokens cross-object population for Salesforce.

    30 votes
    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. Ability to integrate PandaDoc with monday.com desktop app

    29 votes
    2 comments  ·  Integrations  ·  Admin →
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  4. Airtable

    PandaDoc Integration with Airtable

    28 votes
    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  5. Stripe + Plaid

    Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    27 votes
    Idea  ·  10 comments  ·  Integrations  ·  Admin →
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  6. Bulk Send from CRM

    Ability to Bulk Send from CRM

    26 votes
    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  7. Pull product data from Freshsales to pricing tables

    26 votes
    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  8. Replace unfilled variables with blanks when creating docs via Zapier

    If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    25 votes
    0 comments  ·  Integrations  ·  Admin →
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  9. MS Dynamics two-way sync (2-way sync)

    Looking for PD and MS Dynamic to have a 2 way sync

    25 votes
    Idea  ·  7 comments  ·  Integrations  ·  Admin →
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  10. Acumatica

    Integration with Acumatica

    22 votes
    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  11. SEPA Direct Debit

    Ability to set up SEPA direct debit through PandaDoc

    22 votes
    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Copper link to deal ev2

    20 votes
    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  13. Mass export variables

    Ability to mass export variables list from the document or the template.

    19 votes
    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  14. Link documents from PandaDoc to Zendesk Sell

    Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

    19 votes
    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  15. Lever

    PandaDoc integration with Lever (HR Recruiting software/CRM)

    18 votes
    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  16. Pabbly Connect

    integrate with Pabbly Connect

    17 votes
    7 comments  ·  Integrations  ·  Admin →
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  17. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    When adding a presentation from canva should be able to change the page orientation to landscape in canva

    17 votes
    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Template Matching

    https://support.docusign.com/en/guides/ndse-user-guide-manage-automatic-template-matching

    https://vimeo.com/370244613

    17 votes
    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. Wise

    possibility to integrate Wise (payment method) to Pandadoc

    16 votes
    2 comments  ·  Integrations  ·  Admin →
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  20. Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)

    The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?

    15 votes
    1 comment  ·  Integrations  ·  Admin →
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