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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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1123 results found

  1. integrate with AccuLynx

    1 vote

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  2. My company uses Theralytics to manage ABA Therapy Employee Documents & Billing . We use Gusto for Payroll & Employee Documents as well. When I collect new employee forms it would be awesome to move them to the Gusto & Theralytics files instead of downloading them all separately and then uploading them to the two other platforms. Additionally, we are interested in using the credit card collection tools in Pandadoc but concerned about the fact that it won't integrate with Theralytics Invoice tracking.

    1 vote

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  3. Additional column for Deal ID to give customers ability to filter/group by Deal ID in CSV or show total number of quotes created from Pipedrive

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  4. Adyen integration

    1 vote

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  5. Interested in using the Moneris payment option with PandaDoc

    1 vote

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  6. ability to create Stripe products from the Stripe payment integration

    1 vote

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  7. Allow offer for financing through Great America Financial. Finance calculation based on total quote.

    1 vote

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  8. 1 vote

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  9. Limit credit card options that customer can select from when using CC to pay invoice

    1 vote

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  10. Video integration with Dacast.com

    1 vote

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  11. Intergrations with ATS, (Paycor)

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  12. This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.

    1 vote

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  13. 1 vote

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  14. API Strongly typed language

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  15. When field or tokens are updated on the template it would be nice to have webhooks to know the values have changed.

    1 vote

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  16. 1 vote

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  17. Have a document first paid and then go to completed stage
    Some customers complete the doc but don't pay

    1 vote

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  18. I use the PandaDoc integration in Pipedrive. Is there a way to delete draft contracts from pipedrive without having to log into panda doc and search for the draft?

    1 vote

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  19. The ability to integrate the documents response to analytics tool such as power bi dashboard / Enhance the API data to provide the required fields by AWR

    1 vote

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  20. Numerical field in Pipedrive can display float values (e.g 10.5), but PandaDoc does not recognize floats, only integer values.

    The customer would like to be able to use float numbers to pass them to PandaDoc variables

    1 vote

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