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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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1070 results found

  1. 15 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →
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  2. 15 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →
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  3. 15 votes

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    Hello everyone


    Please be informed that the formating of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.


    Money format we define based on the recipient language of the document & currency from the CRM.

    Date format we define based on the recipient language of the document & date workspace settings.


    Thanks!

  4. Allow to add payment fees to the payment integration, for example 2% for card payments

    14 votes

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  5. The ability to accept payment from recipients via plaid account from stripe or add gocardless as a payment gateway. The ability to avoid having to verify each deposit.

    14 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  6. Customize stripe payment page

    14 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →
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  7. Be able to pull and update products from HubSpot Products & quotes with PandaDoc catalog

    14 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →
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  8. The option to set and change expiration date via API.

    14 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →
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  9. (between two payment systems as well)

    14 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  10. 2 way sync with Monday

    13 votes

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  11. Pass information from documents to Hubspot

    13 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  12. Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

    13 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →
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  13. Send a receipt from PandaDoc for the paid document.

    13 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →
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  14. Be able to use the Salesforce integration using mobile apps.

    13 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →
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  15. Ability to set up SEPA direct debit through PandaDoc

    13 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  16. The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).

    13 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →
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  17. Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!

    12 votes

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

    12 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  19. 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.

    12 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →
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  20. ACH payment across different payment gateways

    12 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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