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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1029 results found

  1. We need the product description to map from Pandadocs into Quickbooks without it updating the Product library in Quickbooks

    1 vote

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  2. So we can prevent users from making edits on locked content, but when the document is created in SF, the ability to prevent users from making edits on locked variables becomes possible, which should not be the case.

    2 votes

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  3. When using PipeDrive, the deal owner should be automatically assigned to the template role

    2 votes

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  4. 1 vote

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  5. 1 vote

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  6. Integrate with Echelon Payments

    2 votes

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  7. Currently you have an automation that updates Salesforce Opportunity Products if there are changes made to certain fields in the PandaDoc (e.g., Discount, Line description, Quantity and Sales price), when a status changes to either Sent or Completed.

    It would be good to be able to update Opportunity Products in Salesforce, the entire products or parts of a product, and then be able to update the table in PandaDoc to avoid double handling. If I want to remove a product from PandaDoc, I also have to remove it from Salesforce and vice versa.

    6 votes

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  8. Is there a way to send the generated document to Salesforce after it's been approved?

    2 votes

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  9. Ability to pull values using standard default tokens from a HubSpot deal to a pricing table.

    4 votes

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  10. We do not want a quickbooks invoice sent immediately. We'd like the invoice to be generated once a contract is signed. We need the opportunity to split an invoice and generate custom payment terms.

    1 vote

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  11. Change payment terms in Quickbooks Invoice so that it can be due on a custom date instead of immediately.

    1 vote

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  12. Salesforce Automations: Update a Salesforce field with a custom value when a mapped PandaDoc field is updated. For example, when a client chooses 'France' in the dropdown field, 'FR' is pulled to the Salesforce field.

    2 votes

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  13. Integration with Creator IQ (available in Docusign).

    2 votes

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  14. The ability to pass decimal pricing from PandaDoc pricing table to Quickbooks Online.

    1 vote

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  15. As a developer, I require the sessionview.document.loaded event in Embedded Signing to include detailed recipient status information. Specifically, I need to know if a recipient has completed their assigned fields (isdone - is used in API) immediately upon document load.

    This enhancement would allow for real-time updates and more dynamic user interfaces within my embedded signing workflow.

    Currently, the session_view.document.loaded event does not include any document loading information.
    By adding recipient status details, I can:

    Provide immediate feedback to users about their progress.
    Dynamically adjust the user interface based on recipient completion status.
    Improve the overall user experience…

    1 vote

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  16. 2 votes

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  17. Xactimate direct integration with PandaDoc

    2 votes

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  18. To access the Stripe data merge settings without enabling payments, in cases like not processing payments through Stripe, but only collecting card details.

    1 vote

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  19. salesforce create documents from google docs

    2 votes

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  20. Ability to update opportunity products and push the data back to Salesforce in Draft Status

    2 votes

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