Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. We are looking to embed the userId as metadata on the form, so when we receive it via a webhook (either through PandaDoc or Zapier, whichever we choose), that information is in the payload.

    1 vote

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  2. 2 votes

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  3. Interested in using the Moneris payment option with PandaDoc

    1 vote

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  4. The ability to use forms in the hubspot integration.

    3 votes

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  5. ability to create Stripe products from the Stripe payment integration

    1 vote

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  6. 2 votes

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  7. As I mentioned, if all the data is in INsightly beforehand, everything works fine. However, that doesn't work with our workflow, where we prefer to have the client enter certain information.
    IT's not for confidentiality purposes...we want to put the burden of entering credit card and bank information on them because, if they make a mistake, it's their mistake, not ours.
    That's what we're doing now. Insightly did not have the custom fields we needed for credit card and bank information, so we added them to their Opportunity object. When we create a new Opportunity in Insightly and fill in…

    3 votes

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  8. 1 vote

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  9. 5 votes

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  10. 1 vote

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  11. signing order with ACH payments in Stripe.

    Now it works this way: to be able to proceed with the payment, all parties must sign and finalize the document first.

    Desired workflow: the signer A signs and pays > the signer B signs after that.

    1 vote

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  12. When a doc is sent from Salesforce and there's an an upload file field assigned to a customer, when the customer uploads something- have that attachment be saved in SF

    1 vote

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  13. The ability to accept payment from recipients via plaid account from stripe or add gocardless as a payment gateway. The ability to avoid having to verify each deposit.

    1 vote

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  14. Payment link to be mandatory in PandaDoc( like a button)

    2 votes

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  15. 3 votes

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  16. Possibility to create two seperate tables ( from Hubspot) with Line Items divided by type i.e one-time payments vs. table with monthly payments

    1 vote

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  17. If the variable value is empty in CRM pull the empty value instead of displaying the variable.
    Avoid yellow fields in the document if the value is empty in CRM.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
  18. Pull through more fields as metadata.

    1 vote

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  19. pass variables/a variable to the document name through zapier

    2 votes

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  20. Native Integration with Activecampaign CRM

    2 votes

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