Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    6 votes

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  2. 6 votes

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  3. PanadaDoc App - PipeDrive App Integration.

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
  4. 6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  5. Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    6 votes

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  6. 6 votes

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    1 comment  ·  Integrations  ·  Admin →
  7. The option to save clients' CC details via payment app (payment block).

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  8. pull the information that client selected with multiple choice with Zapier

    5 votes

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  9. Be able to add PandaDoc component to SalesForce community page

    5 votes

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  10. 5 votes

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  11. 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.

    5 votes

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  12. Save recipient's ACH payment details for future payments

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  13. If the variable value is empty in CRM pull the empty value instead of displaying the variable.
    Avoid yellow fields in the document if the value is empty in CRM.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
  14. Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
  15. 5 votes

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  16. 5 votes

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    1 comment  ·  Integrations  ·  Admin →
  17. EV2. Ability to have stripe add payments to existing customers instead of creating new customer

    5 votes

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  18. Be able to pull in variables from Pipedrive using a text field like you can in EV1.

    5 votes

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  19. 5 votes

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    1 comment  ·  Integrations  ·  Admin →
  20. Refund option via PandaDoc.

    5 votes

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