Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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.

    1 vote

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  2. Automatically add Pipedrive custom product fields to pricing table

    1 vote

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  3. 1 vote

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  4. Should be possible to pull selected by customers multiple items (not create/update a single one - is currently possible via Zapier) from the pricing table to the relevant object in Hubspot.

    1 vote

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  5. Podio CRM integration

    1 vote

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  6. The capability to feed the "share via link" option into hubspot linked to a deal, contact, etc.

    1 vote

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  7. 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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  8. 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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  9. 1 vote

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  10. 1 vote

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

    1 vote

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  12. It would be great if it worked when you are adding to anything via typing to be able to use dictation software i.e. Dragon Software.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
  13. connect an agreement to a specific Stripe Product

    1 vote

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  14. 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.

    2 votes

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  15. Integration with accounting softwares like Sage 200

    2 votes

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  16. integrate with AccuLynx

    1 vote

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

    1 vote

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  18. 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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  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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