Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Contact tokens are not available when creating the document from a HubSpot deal.

    13 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  2. Include products/pricing table in link-to-CRM / Import from CRM button

    12 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  3. Any plans for Hubspot Workflow?

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  4. 12 votes

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  5. 12 votes

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  6. True two way sync so that anything (variables, pricing table, etc) that is updated in a PandaDoc syncs back to the SFDC record and visa versa

    11 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  7. 11 votes

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  8. Two-way sync of Doc Status and HubSpot Deal Stage

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  9. 11 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  10. Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  11. The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

    10 votes

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  12. Several states, mine included, offer the option to remotely notarize documents using a webcam. However, remote notaries must us a third party vendor system to accomplish this.

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  13. 10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  14. 10 votes

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  15. 9 votes

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  16. 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?

    9 votes

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  17. 2 way sync with Zoho CRM

    9 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  18. Be able to pull and update products from HubSpot Products & quotes with PandaDoc catalog

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
  19. Payment block populates only if the customer selects "credit card" as the option for payment.

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  20. 8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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