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. Any plans for Hubspot Workflow?

    19 votes

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  3. Pass files from SalesForce attached files to PandaDoc document as attached files

    7 votes

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  4. 2 votes

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

    2 votes

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  6. 18 votes

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  7. 5 votes

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  8. 2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    3 votes

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  9. 2 votes

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  10. Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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  11. Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.

    5 votes

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  12. Editor 2.0 : make CC field work with other payment gateways.

    3 votes

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  13. Using stripe we would like to add 50% payment. In the video it shows this option but i dont seem to have it in the editor?

    12 votes

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  14. 1 vote

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  15. Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

    3 votes

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  16. It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.

    Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this…

    12 votes

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  17. 2 votes

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  18. 2 votes

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  19. 1 vote

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  20. 7 votes

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