Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. I want to integrate with MS Dynamics GP

    1 vote

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  2. Ability to use the Card details field to Square payment gateway

    1 vote

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  3. If a payment to the gateway is unsuccessful the document status will not change to Paid.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
  4. Hi,

    I would think anyone with the Hubspot integration would find the same problem.

    If you have 1000's of deals, it seems scrolling is the only way to locate the one you want to link??

    Bit of an oversight in the integration and doesn't seem too complex an issue to resolve.

    I found scrolling past 100 or so actually crashed and had to start again.

    Hope there is an improvement which can be made.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  5. native ERP connection with Docusign

    1 vote

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  6. They need to integrate into Service Titan and they don't have in-house developers.

    1 vote

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  7. Transferring the formatting rich field for integrations

    2 votes

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  8. Ability to have Pandadoc send the net amount, the tax, then the total.

    1 vote

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  9. pull the Salesforce lie items in the same order they are in SF

    2 votes

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  10. Have an integration with Cascade HR system

    1 vote

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  11. Auto assign contact role when creating a document in zoho

    1 vote

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  12. Being able to pass a document public link from PandaDoc via Zapier

    1 vote

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  13. integration with proprietary video platform

    1 vote

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  14. can pandadoc to integrate with "Wave" an invoicing / payment platform

    1 vote

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  15. 1 vote

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  16. Salesforce: correct values for searchable fields (like time and address)

    1 vote

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  17. 2 way sync with Monday

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
  18. VB scripts

    1 vote

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  19. Expand the search field when syncing a document created in Panda to Salesforce Opportunities - should be able to search for opportunities based on all terms in the opportunity name, rather than exact names.

    1 vote

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  20. Integrate Pandadoc with google Workspace

    4 votes

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