Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Allow to add payment fees to the payment integration, for example 2% for card payments

    3 votes

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  2. 3 votes

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  3. Customer would like to be able to integrate the payment gateway with their proprietary payment processor.

    3 votes

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  4. Choose the PandaDoc template automatically based on salesforce field value or salesforce product

    3 votes

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  5. Shared with me folder to be available from HubSpot on EV2

    3 votes

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  6. 3 votes

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  7. Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    3 votes

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  8. Would be great to have an integration with Avalara to auto-populate the sales tax on pricing tables.

    3 votes

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  9. As a user I would expect Link2CRM to work like a normal link does within SFDC. If we a document is linked to an Opportunity it should also be linked to the account as this is what happens within the main PandaDoc application.

    3 votes

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  10. Automatically add Pipedrive custom product fields to pricing table

    3 votes

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  11. Ability to change the default Country and State in card details field.

    3 votes

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  12. Currently, Editor 2.0 Templates shared across Workspaces cannot be used to create new Documents with integrations. Can only be created in original Workspace. However, it is currently possible with EV1 Templates. Customers would like this ability with EV2 as well.

    3 votes

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  13. Integration with accounting softwares like Sage 200

    3 votes

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  14. 3 votes

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  15. pull the value to variables with Zapier

    3 votes

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  16. 3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  17. Update salesforce opp once the document is completed without Zapier.

    3 votes

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  18. Would love to see the ability to pull product info from Shopify.

    3 votes

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  19. 3 votes

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  20. At the moment the list of tokens in a PandaDoc document is copied from HubSpot at the very moment when a document is created. When a property is deleted from HubSpot, the token disappears only in HubSpot -> Show PandaDoc Tokens, but not in list of Variables in a document. The feature request is to sync those list of variables in a document and in a deal/contact/company

    3 votes

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