Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  2. 1 vote

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  3. 3 votes

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  4. 9 votes

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  5. A PDF of a paid document should include the PAID badge, the same as the web view version

    2 votes

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  6. 20 votes

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  7. 4 votes

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  8. 5 votes

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  9. 2 votes

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  10. 2 votes

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  11. Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    8 votes

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  12. Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc

    5 votes

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  13. Integration similar to Salesforce but for Salesforce CPQ

    29 votes

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  14. 1 vote

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  15. 2 way sync with Zoho CRM

    11 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  16. Review the content of sent documents in Salesforce directly.

    1 vote

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  17. 7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  18. Ability to change a document status to "partially-paid" in cases where a recipeint has only paid for a portion of payment.

    17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  19. 2 votes

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  20. 5 votes

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