Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. get the PDF directly to Monday and not a link

    1 vote

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  3. 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 →
  4. Manually changing document status in the MS Dynamics iFrame

    1 vote

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  5. Add more payment methods to Stripe integration for example online wallets (like ApplePay) and iDeal

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  6. 1 vote

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  7. have a PandaDoc documents status show in Monday.com for a particular row based on an email address

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  8. We should be able to sync the products we create in QuickBooks Online to the Panda catalogue.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  9. 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 →
  10. 1 vote

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  11. 1 vote

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  12. an option to use a custom field with data merge in Hubspot

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  13. Allow Canadian PAD (EFT) for Stripe payments in the integration.

    1 vote

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    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. Flow Player is an excellent alternative to Vimeo and Youtube and it occurs to me that it would not be too difficult to integrate it as another video source in PandaDoc. https://flowplayer.com/

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  16. Option on Stripe to create the contact with the Company Name so the invoices are issued to the company and not the individual.

    1 vote

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  17. Option to use API to edit a document

    1 vote

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  18. 1 vote

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  19. integrate with Pabbly Connect

    1 vote

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  20. process payments with FirstData and USAePay

    1 vote

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