Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. The option of 2 way sync for Zendesk sell.

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  2. 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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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  3. integration with Procore to create and send documents

    5 votes

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  4. 5 votes

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  5. 5 votes

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  6. Recurring fees pull from Hubspot.

    5 votes

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  7. Ability to expand the iFrame window that pops up when creating a document within Hubspot

    5 votes

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  8. Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.

    5 votes

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  9. Refund option via PandaDoc.

    5 votes

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  10. Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.

    5 votes

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  11. Ability to attach PDFs via Zapier

    5 votes

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  12. Be able to use the Salesforce integration using mobile apps.

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  13. 5 votes

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  14. Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc

    5 votes

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  15. 5 votes

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  16. 5 votes

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  17. When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.

    4 votes

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  18. If a payment to the gateway is unsuccessful the document status will not change to Paid.

    4 votes

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

    4 votes

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  20. 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

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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