Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. write back document status in a list view in dynamics

    1 vote

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  3. 1 vote

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  4. Add integrations with Shipstation and Gohighlevel

    1 vote

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  5. Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. 1 vote

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  9. When I start to create a document via Pipedrive (Company object). It automatically adds some CC'd recipients. In some cases like 7 of them. Just people working in that company who have no connections to the deal or sales. It´s annoying to delete them. Is there a possibility to shut it down?

    1 vote

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  10. Pass our own line total which then can be used to total the whole pricing table (MS Dynamics)

    1 vote

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  11. Note: MYOB is an Australian multinational corporation that provides tax, accounting and other business services software to small and medium businesses

    1 vote

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  12. Pricing Table - EV2
    Need to be able to format the pricing table, with custom salesforce columns on the template level

    1 vote

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  13. 1 vote

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  14. All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.

    It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.

    1 vote

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  15. 1 vote

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  16. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. 1 vote

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

    1 vote

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