Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. Allow offer for financing through Great America Financial. Finance calculation based on total quote.

    1 vote

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  4. description of the pricing table item transferred to Xero invoice

    2 votes

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  5. ClientPay is the best processor we have found and we would like to be able to attach our account and collect payments as part of the contract we send through PandaDoc!

    clientpay.com

    0 votes

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    0 comments  ·  Integrations  ·  Admin →
  6. 1 vote

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  7. sync Document.Value with the Amount field in Salesforce

    1 vote

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  8. 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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  9. 1 vote

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  10. Ability to sync QBO Sales Tax amount to payment amount on PandaDoc document.

    1 vote

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  11. forms compatibility with Integromat

    2 votes

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  12. manually link a document to contacts in hubspot

    2 votes

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  13. A direct integration with Dropbox which will allow users to access it via Settings > Integration in a workspace.

    2 votes

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  14. 2 votes

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  15. As it stands, the integration with Square is virtually unusable. We're can collect payment on a document but we can't manage the payments unless we're using a built in invoice. A workaround for now would be when adding payment to a document, generate an invoice in square so that the payments can be managed from Square. Right now, the payment only shows in square when it gets paid.

    1 vote

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  16. Allow to add document links (link-sharing) to the respective records, to make emaling them easier.

    1 vote

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  17. 1 vote

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  18. Update salesforce opp once the document is completed without Zapier.

    2 votes

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  19. The customer would like to be able to delete a document within the Hubspot deal and then have that document deleted in PandaDoc as well. This would save them time

    1 vote

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  20. Customize stripe payment page

    1 vote

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