Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  2. 1 vote

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  3. Client does not want to see the status as the name of the document in the notes view. He would like to be able to change the name to the actual document name instead of seeing the document status.

    1 vote

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  4. A function that if a deal comes through Pipedrive in a specific pipeline, they automatically get sent a document.

    1 vote

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  5. 1 vote

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  6. For example, at the moment line breaks are not passed. Be able to save the original formatting of product description and other HubSpot properties after the products are pulled from HubSpot into a PandaDoc document

    1 vote

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  7. 23 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  8. description of the pricing table item transferred to Xero invoice

    2 votes

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  9. Allow to pull information to document retroactively (i.e. after creating the document from the template) when assigning emails to roles.

    1 vote

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  10. 1 vote

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  11. Ability to retroactively apply/attach a PDF version for previously completed documents in Salesforce Opportunity.

    1 vote

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  12. sync the opportunity currency from SF and change the proposal currency in pandadoc and sync a custom field for the cost element from SF to PD.

    1 vote

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  13. 9 votes

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  14. option to change checkboxes from True/False to numerical values instead, ie. 1 and 0 when exporting data from PandaDoc docs via Zapier

    2 votes

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  15. 1 vote

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  16. Ability to automatically pull products from SF as optional

    1 vote

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  17. Allow for integration between Zendesk Sell and PD the capability of pre-asssigning the recipients to the role when creating a document within Zendesk Sell (EV2)

    1 vote

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  18. forms compatibility with Integromat

    2 votes

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

    1 vote

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  20. Be able to disable 2 charges verification Stripe payments

    1 vote

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