Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to integrate with Ordway and create a seamless quote-to-cash experience for customer, and tie that info/payment in with their billing system.

    1 vote

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  2. Integrate quickbooks products library map to the pricing table, so when the sale gets recorded, to know which products sold.

    1 vote

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  3. 1 vote

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  4. 1 vote

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

    1 vote

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  6. having contact's variables in variable list in the Opportunity in Salesforce

    4 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  7. The option to set up 1 PandaDoc user to several Pipedrive accounts.

    2 votes

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  8. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    7 votes

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  9. SFDC Integration: any way to filter the products on a quote to be included on the contract. i.e. have 6 products on opp but only want to show 5. For example, want SLA to be included on opp as product but don't need that pull into product table. Workaround is using mapping products feature but still too much human error to count on sales reps to delete the product. Other workaround is approval workflow for manager to QC product is removed. Ideally want logic they can set up to take care of this so it's just automated

    2 votes

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  10. 3 votes

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  11. connect an agreement to a specific Stripe Product

    1 vote

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  12. ACH payment across different payment gateways

    7 votes

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  13. Save recipient's ACH payment details for future payments

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  14. Currently when we merge rich text field from salesforce, the html code are merged together with the data. Is there anyway to overcome this, i just need to data withput the coding

    2 votes

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  15. integrate with AccuLynx

    1 vote

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  16. Be able to pull a Salesforce profile picture of a document creator.

    1 vote

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  17. My company uses Theralytics to manage ABA Therapy Employee Documents & Billing . We use Gusto for Payroll & Employee Documents as well. When I collect new employee forms it would be awesome to move them to the Gusto & Theralytics files instead of downloading them all separately and then uploading them to the two other platforms. Additionally, we are interested in using the credit card collection tools in Pandadoc but concerned about the fact that it won't integrate with Theralytics Invoice tracking.

    1 vote

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  18. Native Qualtrics Integration

    2 votes

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  19. Adyen integration

    1 vote

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  20. Paste hyperlink via API for payment Adyen into a field

    1 vote

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