Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    101 votes

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    Idea  ·  8 comments  ·  Integrations  ·  Admin →
  2. 46 votes

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    Idea  ·  9 comments  ·  Integrations  ·  Admin →
  3. pass line items formatting from hubspot

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
  4. When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.

    4 votes

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  5. Lawpay is the most widely used payment gateway for lawfirms across the country.

    Note: Affinipay is the parent company

    4 votes

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  6. Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!

    4 votes

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  7. pass a duration field from Pipedrive to PandaDoc pricing table

    3 votes

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  8. Integrate Pandadoc with google Workspace

    5 votes

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  9. Dynamic bullet list from Salesforce

    2 votes

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  10. Hi! It would be great to get a feature by which you could incorporate signatures from other docs to a certain PandaDoc. Sometimes, for schedule-reasons there are several copies of the same doc being sent to signatories who may wish to sign via different techniques (via email as PDF, hard copies and so on). This leads to multiple duplicates of the signature page being attached manually to the final doc, each of the pages containing one signature only. Therefore, it would be great if PandaDoc supported incorporating signatures to the one and the same PandaDoc, even though the signatures would…

    2 votes

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  11. For the hubspot + panda integration, can we create workflows in hubspot based on actions taken in a panda document. For instance, with the analytics feature (page views, clicks, etc.), do you know if that can be reported back into hubspot to trigger another email? I wasn’t sure if that data was reported into hubspot as well or if that only lives in the Panda platform.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
  12. If a payment to the gateway is unsuccessful the document status will not change to Paid.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
  13. Customers would like to have ability to integrate with their HR tools like Greenhouse

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  14. For example, the following:
    <div style="font-size: 10pt;"><span style="color: #222222; font-family: Arial, Helvetica, sans-serif; font-size: small; font-style: normal; font-weight: 400; text-align: start; white-space: normal; background-color: #ffffff; float: none;"><strong>Scope of Work</strong>:  Furnish and install Security Camera System with the following:<br>1x 8 Channel NVR with 2TB HD<br>6x 4mp Turrets with 2.8mm Lens on bases where needed<br>2x Antennae on bases<br>1x 4 port Gig PoE Switch<br>1x 8 port Gig PoE Switch<br>1x Power Strip<br>Cat5E ran from Switch to camera/antennae location<br><br><strong>Assumption</strong>: If customer wants remote support he will need to provide internet access in the closet that I was shown. Customer must also install prior to job…

    3 votes

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  15. 3 votes

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  16. Hide CC'ed recipients in Zendesk Sell

    2 votes

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  17. IF users selects to pay via ACH - they should pay one amount
    IF users selects to pay with credit card -another amount

    2 votes

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  18. Should be possible to use ticket object to create docs from Hubspot

    2 votes

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  19. 2 votes

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  20. 3 votes

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