Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. (info about participants linked to a deal object, for instance)

    3 votes

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  2. integration with Agera

    1 vote

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  3. 1 vote

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  4. 1 vote

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  5. 1 vote

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  6. Be able to update products in PandaDoc Pricing table with the opportunity products via clicking the "Refresh Opportunity info" button, which currently updates only SalesForce variables

    4 votes

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  7. 1 vote

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  8. 1 vote

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  9. 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 →
  10. Option to add 1.75%-2.9% fee option on payment integration section

    1 vote

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  11. Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed

    1 vote

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  12. Option to send invoice automatically through PandaDoc once a client pays using client pays using authorize.net

    1 vote

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  13. The premise is laid by your 'multiple workspace' feature. These workspaces have their own branding and identity. It just makes sense to allow multiple CRM accounts to connect to a single pandadoc account with multiple workspaces. Maybe limit the connections to 3.

    2 votes

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  14. To delete white background (make a background transparent) when the image is added from Canva

    1 vote

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  15. send a document to signature via Salesforce automatically

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
  16. 1 vote

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  17. 1 vote

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  18. Really need the integration with Salesforce to respect HTML.
    That is when I create a product Description it should be possible to get the same description back to a rich text field in SFDC, complete with formatting and line shifts. No it only dumps all text after each other.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  19. True two way sync so that anything (variables, pricing table, etc) that is updated in a PandaDoc syncs back to the SFDC record and visa versa

    31 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Admin →
  20. 1 vote

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