Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Enable one-source of truth in Salesforce

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  2. Ability to set up SEPA direct debit through PandaDoc

    8 votes

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

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
  4. 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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    1 comment  ·  Integrations  ·  Admin →
  5. The ability to use forms in the hubspot integration.

    7 votes

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  6. save template's name when creating a document from a Hubspot deal

    7 votes

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  7. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    7 votes

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  8. ACH payment across different payment gateways

    7 votes

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  9. Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    7 votes

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  10. Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  11. The possibility to have a payment block (or something similar) for embedded templates.

    From client: I'd like to create an enrollment form template that individuals can access via a link. We'd like it to be a general template that people can complete to register for a class and pay for the class as well in the same document.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  12. It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.

    Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this…

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  13. if Australia Stripe BECS is supported for bank transfer payments for Stripe integration for Pandadoc

    7 votes

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  14. Pull updated pricing table details from Salesforce to PandaDoc.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  15. 7 votes

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  16. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    6 votes

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  17. 6 votes

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  18. The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.

    6 votes

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  19. Tokens cross-object population for Salesforce.

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  20. Pass files from SalesForce attached files to PandaDoc document as attached files

    6 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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