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. pandadoc/quickbooks zap- tokens in pricing table description column not pulling into zapier after being filled in the document via scott b

    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. write back document status in a list view in dynamics

    1 vote

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  7. 1 vote

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  8. 1 vote

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  9. Pricing table: the option not to pull the product description while it still stays in the CRM.

    1 vote

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  10. integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    1 vote

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  11. Add integrations with Shipstation and Gohighlevel

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  12. Support discount in amount in Hubspot (EV2). Currently, It is calculated this way at the moment: Price x Quantity - Discount = Total. However, the total should be calculated in the following way: (Price - Discount) x Quantity = Total. More information in this ticket: https://pandadoc.zendesk.com/agent/tickets/108269

    1 vote

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  13. 1 vote

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  14. Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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  15. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. Customer: evan@royalstone.ca
    MRR: $372.16

    I think the in-person signing experience when there’s a payment involved is very consuming and requires more steps than really necessary.

    If you try it out, you’ll see for yourself. The payment processors ask for way too many details and are not required on their own standalone apps. For example, on the Square app, all that is required is the credit card details. Using the Square on PandaDoc requires first name, last name, email, address, postal code, country, credit numbers.

    It’s very time consuming and is not a seamless experience. Most times, the payment doesn’t even…

    1 vote

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  20. 1 vote

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