Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Be able to add PandaDoc component to SalesForce community page

    5 votes

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  2. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    5 votes

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  3. 5 votes

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  4. Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.

    5 votes

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  5. Save recipient's ACH payment details for future payments

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  6. 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 →
  7. Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    5 votes

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  8. Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
  9. 5 votes

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  10. 5 votes

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    1 comment  ·  Integrations  ·  Admin →
  11. Be able to pull in variables from Pipedrive using a text field like you can in EV1.

    5 votes

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  12. Tokens cross-object population for Salesforce.

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  13. if Australia Stripe BECS is supported for bank transfer payments for Stripe integration for Pandadoc

    5 votes

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  14. Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    5 votes

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  15. Refund option via PandaDoc.

    5 votes

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  16. Pull updated pricing table details from Salesforce to PandaDoc.

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  17. Ability to attach PDFs via Zapier

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  18. 5 votes

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  19. 5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  20. 5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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