Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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?

    11 votes

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  2. 11 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  3. Pull updated pricing table details from Salesforce to PandaDoc.

    11 votes

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

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  5. Customer would like to have an option to automatically send payment receipt from Stripe to their recipients after paying the document.

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  6. Be able to pull and update products from HubSpot Products & quotes with PandaDoc catalog

    10 votes

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

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  8. Tokens cross-object population for Salesforce.

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  9. 10 votes

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

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  11. 10 votes

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

    10 votes

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  13. pass line items formatting from hubspot

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
  14. Ability to set up SEPA direct debit through PandaDoc

    9 votes

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  15. 9 votes

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  16. 9 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  17. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    8 votes

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  18. 8 votes

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  19. Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  20. ACH payment across different payment gateways

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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