Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce

    4 votes

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  2. 4 votes

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  3. after the client finishes the payment, can I redirect him to a specific page (like my website)?

    4 votes

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  4. Integration with AmoCRM,

    4 votes

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  5. 4 votes

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  6. Native payment integration with Recurly that allows customer to pay in-app immediately after signing the deal.

    4 votes

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  7. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    4 votes

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  8. allow payment forwarding after another recipient signs to a user this isnt a recipient

    4 votes

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  9. Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

    4 votes

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  10. sync pandadoc and zendesk sell contacts

    4 votes

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  11. 4 votes

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  12. 4 votes

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  13. sync pandadocdoc value/grand total back into hubspot

    4 votes

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  14. When there is more than one signer, the document has to be completed by all first, and only then it can be paid. The ability to show the payment option right after the payer signs and completes the document would help them process the payment faster.

    4 votes

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  15. 4 votes

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  16. 4 votes

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  17. pass a duration field from Pipedrive to PandaDoc pricing table

    3 votes

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  18. For example, the following:
    <div style="font-size: 10pt;"><span style="color: #222222; font-family: Arial, Helvetica, sans-serif; font-size: small; font-style: normal; font-weight: 400; text-align: start; white-space: normal; background-color: #ffffff; float: none;"><strong>Scope of Work</strong>:  Furnish and install Security Camera System with the following:<br>1x 8 Channel NVR with 2TB HD<br>6x 4mp Turrets with 2.8mm Lens on bases where needed<br>2x Antennae on bases<br>1x 4 port Gig PoE Switch<br>1x 8 port Gig PoE Switch<br>1x Power Strip<br>Cat5E ran from Switch to camera/antennae location<br><br><strong>Assumption</strong>: If customer wants remote support he will need to provide internet access in the closet that I was shown. Customer must also install prior to job…

    3 votes

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  19. 3 votes

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  20. 3 votes

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