Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Add the ability to process payments via ACH Authorize.net payment gateway service.

    7 votes

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  2. When currency fields are passed into PandaDoc Variable/Token allow for variable to be set on the token level as a "Currency type" to format correctly.

    7 votes

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  3. The option to save clients' CC details via payment app (payment block).

    7 votes

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  4. manually link a document to contacts in hubspot

    6 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  5. It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    6 votes

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  6. 6 votes

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  7. 6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  8. Be able to pull in variables from Pipedrive using a text field like you can in EV1.

    6 votes

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  9. 6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  10. Be able to use the Salesforce integration using mobile apps.

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  11. Integrate Pandadoc with google Workspace

    5 votes

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  12. want to be able to create hubspot ticket (task) once once PandaDoc is submitted (without Zapier, but with the help of the native integration)

    5 votes

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  13. Be able to disable 2 charges verification Stripe payments

    5 votes

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  14. Podio CRM integration

    5 votes

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  15. Allow conditions for the hubspot integration. For example, if the field in hubspot has a certain value, allow an image to populate based on what the value in the field is

    5 votes

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  16. Customize stripe payment page

    5 votes

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  17. 5 votes

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  18. 5 votes

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  19. Microsoft 365 integration

    5 votes

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

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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