Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Support discount in amount in Hubspot (EV2). Currently, It is calculated this way at the moment: Price x Quantity - Discount = Total. However, the total should be calculated in the following way: (Price - Discount) x Quantity = Total. More information in this ticket: https://pandadoc.zendesk.com/agent/tickets/108269

    2 votes

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  2. 2 votes

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  3. Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

    2 votes

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  4. 1 vote

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  5. Pandadoc integration with SuccessFactors

    1 vote

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  6. Ability to easily pass token data to Google Sheets or email after the document is completed

    3 votes

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  7. 2 votes

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  8. Add ShopKeep as a payment integration with PandaDoc.

    1 vote

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  9. Claritysoft integration.

    1 vote

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  10. 3 votes

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  11. Remove the name of the field automatically if there is no value for this field to pass through CRM (on condition that the name is left at the template level).

    1 vote

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  12. Zero CRM Integration

    1 vote

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  13. 3 votes

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  14. 2 votes

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  15. We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.

    1 vote

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  16. 3 votes

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  17. 1 vote

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  18. 3 votes

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  19. Customer: evan@royalstone.ca
    MRR: $372.16

    I think the in-person signing experience when there’s a payment involved is very consuming and requires more steps than really necessary.

    If you try it out, you’ll see for yourself. The payment processors ask for way too many details and are not required on their own standalone apps. For example, on the Square app, all that is required is the credit card details. Using the Square on PandaDoc requires first name, last name, email, address, postal code, country, credit numbers.

    It’s very time consuming and is not a seamless experience. Most times, the payment doesn’t even…

    2 votes

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  20. The ability to set that the product description does not appear in the pricing table, although the description is stored in HubSpot

    3 votes

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