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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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1070 results found

  1. API support for document bundles

    24 votes

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  2. 24 votes

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    Idea  ·  8 comments  ·  API & Integrations  ·  Admin →
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  3. 22 votes

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  4. Contact tokens are not available when creating the document from a HubSpot deal.

    22 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →
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  5. Two-way sync of Doc Status and HubSpot Deal Stage

    21 votes

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    Beta  ·  2 comments  ·  API & Integrations  ·  Admin →
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  6. Using stripe we would like to add 50% payment. In the video it shows this option but i dont seem to have it in the editor?

    21 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →
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  7. Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    20 votes

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    Idea  ·  5 comments  ·  API & Integrations  ·  Admin →
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  8. Customer would like to have an option to automatically send payment receipt from Stripe to their recipients after paying the document.

    20 votes

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    Idea  ·  6 comments  ·  API & Integrations  ·  Admin →
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  9. Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    19 votes

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    Beta  ·  0 comments  ·  API & Integrations  ·  Admin →
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  10. Tokens cross-object population for Salesforce.

    18 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →
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  11. 17 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  12. Logo to be pulled into the PandaDoc from HubSpot
    Maybe as a token?

    Example- when in HubSpot you add company domain- automatically a logo is pulled.
    Allow that logo to be transfered to the document in PandaDoc from HubSpot.

    16 votes

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    Idea  ·  6 comments  ·  API & Integrations  ·  Admin →
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  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…

    16 votes

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

    16 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →
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  15. 16 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →
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  16. integrate with Pabbly Connect

    15 votes

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  17. 15 votes

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  18. Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    15 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →
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  19. Payment block populates only if the customer selects "credit card" as the option for payment.

    15 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  20. Customer would like to test using Stripe (if it is possible without using their card for payment)

    15 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →
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