Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 3 votes

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  2. Ability to display discount on the "Pay" button, the way it was in EV1.

    1 vote

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  3. PandaDoc should only lock the edit functions associated with the signature. Linking function should be outside of the edit/sign function, suggested by our customer.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  4. Option to have Send Document EmailL content to be in the Hubspot activity

    1 vote

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  5. Hide CC'ed recipients in Zendesk Sell

    2 votes

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

    2 votes

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  8. Integration with Evalon (Fusebox).

    1 vote

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  9. 2 votes

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  10. 3 votes

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  11. keep both template and object names when creating a document in Hubspot

    1 vote

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  12. update a deal status in hubspot when using a bulk send (possibly with Zapier). So when a document from the bulk send is completed - update a deal status to completed.

    1 vote

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  13. 3 votes

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  14. 3 votes

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  15. Option to Set up trigger for opportunity amount in SF

    1 vote

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  16. The client is requesting the integration with https://www.athenahealth.com/

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  17. The ability to accept payment from recipients via plaid account from stripe or add gocardless as a payment gateway. The ability to avoid having to verify each deposit.

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  18. Mosaic financing partner payment integration

    1 vote

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  19. The work Phone Field with a small triangle https://share.getcloudapp.com/NQu78XJd should be populated as a token. As for now, we don't have an option to add it to the PandaDoc token list. The workaround is to create a custom field.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  20. I am wanting to store an image in Dynamics in a field in an Opportunity entity. Am I able to use a token or a custom variable to pull this image into a PandaDoc?

    I am wanting to swap an image out depending on the value in a field.

    2 votes

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