Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. save template's name when creating a document from a Hubspot deal

    7 votes

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  2. 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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  3. ACH payment across different payment gateways

    7 votes

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  4. Be able to pull and update products from HubSpot Products & quotes with PandaDoc catalog

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
  5. 7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  6. The possibility to have a payment block (or something similar) for embedded templates.

    From client: I'd like to create an enrollment form template that individuals can access via a link. We'd like it to be a general template that people can complete to register for a class and pay for the class as well in the same document.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  7. Enable one-source of truth in Salesforce

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  8. Ability to set up SEPA direct debit through PandaDoc

    7 votes

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  9. 6 votes

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  10. Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  11. The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.

    6 votes

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  12. Pass files from SalesForce attached files to PandaDoc document as attached files

    6 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  13. It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.

    Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this…

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  14. PanadaDoc App - PipeDrive App Integration.

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
  15. 6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  16. Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
  17. Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    6 votes

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  18. 6 votes

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    1 comment  ·  Integrations  ·  Admin →
  19. The option to save clients' CC details via payment app (payment block).

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  20. pull the information that client selected with multiple choice with Zapier

    5 votes

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