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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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610 results found

  1. Multiple Stripe accounts per workspace

    31 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  2. Tokens cross-object population for Salesforce

    Tokens cross-object population for Salesforce.

    30 votes

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

    29 votes

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    2 comments  ·  Integrations  ·  Admin →
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  4. Airtable

    PandaDoc Integration with Airtable

    28 votes

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

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

    27 votes

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

    Ability to Bulk Send from CRM

    26 votes

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

    26 votes

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    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

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    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

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

    Integration with Acumatica

    22 votes

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

    Ability to set up SEPA direct debit through PandaDoc

    22 votes

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

    20 votes

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    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

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    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

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

    PandaDoc integration with Lever (HR Recruiting software/CRM)

    18 votes

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

    integrate with Pabbly Connect

    17 votes

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    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

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    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

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

    possibility to integrate Wise (payment method) to Pandadoc

    16 votes

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    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

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    1 comment  ·  Integrations  ·  Admin →
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