Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 10 votes

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  2. 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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  3. 8 votes

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  4. When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

    3 votes

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  5. 2 votes

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  6. 1 vote

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  7. 1 vote

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  8. Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    11 votes

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  9. Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

    2 votes

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  10. 2 votes

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  11. Ability to pull a total dicount value from Salesforce to pandadoc

    1 vote

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  12. 1 vote

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  13. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    47 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Admin →
  14. 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 →
  15. 1 vote

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  16. 3 votes

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  17. 9 votes

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

    2 votes

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  19. 20 votes

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  20. 4 votes

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