1177 results found
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Percentage of total payment (deposit) / partial payment
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?
26 votes -
Ability to pull contact tokens from Hubspot deal
Contact tokens are not available when creating the document from a HubSpot deal.
25 votes -
24 votes
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The option to add completed documents as attachments in Hubspot (like in SF).
Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).
21 votes -
Salesforce sync - refresh document data (tokens from contcts, product list, etc)
Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc
21 votes -
Stripe payment receipt
Customer would like to have an option to automatically send payment receipt from Stripe to their recipients after paying the document.
21 votes -
Tokens cross-object population for Salesforce
Tokens cross-object population for Salesforce.
20 votes -
Salesforce Mobile App Capability
Be able to use the Salesforce integration using mobile apps.
20 votes -
CRM Product fields are passed over tokens/variables
Products from Hubspot can be passed not only over pricing tables but also in the documents itself
20 votes -
Pass images - logos from CRM (e.g. Hubspot) to document using tokens/variables
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.19 votes -
Expiration Date via API
The option to set and change expiration date via API.
19 votes -
18 votes
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Ability to add payment fees
Allow to add payment fees to the payment integration, for example 2% for card payments
18 votes -
Option to test payment on a document using Stripe (sandbox)
Customer would like to test using Stripe (if it is possible without using their card for payment)
18 votes -
18 votes
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Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously
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…
18 votes -
18 votes
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Salesforce, link PandaDocs to a custom Salesforce object
Salesforce link documents to a Custom Object, refresh tokens from the Customer object
17 votes -
17 votes
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16 votes
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