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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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1070 results found

  1. ACH payment across different payment gateways

    12 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  2. Ability to Bulk Send while within Salesforce

    12 votes

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  3. 12 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →
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  4. If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    11 votes

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  5. 11 votes

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  6. PandaDoc integration with Lever (HR Recruiting software/CRM)

    11 votes

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  7. 11 votes

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  8. Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    11 votes

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  9. When currency fields are passed into PandaDoc Variable/Token allow for variable to be set on the token level as a "Currency type" to format correctly.

    11 votes

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    Hello everyone!

    Please be informed that the formatting 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!

  10. 11 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  11. The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.

    11 votes

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    Idea  ·  4 comments  ·  API & Integrations  ·  Admin →
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  12. Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    10 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →
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  13. manually link a document to contacts in hubspot

    10 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →
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  14. Looking for PD and MS Dynamic to have a 2 way sync

    10 votes

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    Idea  ·  5 comments  ·  API & Integrations  ·  Admin →
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  15. Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    10 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →
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  16. after the client finishes the payment, can I redirect him to a specific page (like my website)?

    10 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →
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  17. API call to create a template.

    10 votes

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

    10 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  19. Add the ability to process payments via ACH Authorize.net payment gateway service.

    10 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  20. 10 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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