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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1029 results found

  1. Option to connect to Green Invoice payment gateway

    2 votes

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  2. We have pricing tables based on other objects (e.g. quotes, orders, custom objects). The recently released solution which passes currency from Salesforce opportunities to PandaDoc documents is nice, but it does not cover our needs. We don't create any pricing tables from Opportunities. Also, basing currency on the user's locale is not a solution for us, as currencies are product-specific, not user-specific. And it would be ideal to minimize the number of templates we need to create by having the currency automatically passed through.

    (here is the link to the recently delivered idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40965565-pricing-table-currency-based-on-salesforce-opportu)

    4 votes

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  3. Option to integrate with Genie AI

    2 votes

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  4. Once a document is completed, can I have it update an opportunity with the file in Copper?

    2 votes

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  5. Integration with Follow Up Boss

    2 votes

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  6. integration with coda.io

    2 votes

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  7. The customer would like the option for Salesforce to pass the variable values without including 'CAD' for the currency, displaying only the dollar ($) sign instead

    2 votes

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  8. Would be nice to automatically update project status to confirmed when documents are signed

    1 vote

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  9. Disable the ability to download a PandaDoc Document from within HubSpot.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  10. 2 votes

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  11. The ability to pass the document status into a CRM field (as a field value/data) via 2 way-sync or other means.

    2 votes

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  12. Have individual buttons for each template on the record page and have visibility on the page layout of these templates, instead of the current one where the PandaDoc module just shows the selection of templates where users can select from.

    1 vote

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  13. Ability to have a report based on integrations: show which document was created from which integration, in which workspace these documents are located, etc

    1 vote

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  14. I would like to be able to assign an approver (from an approval group or just to a step) on a document created from Salesforce - but I would like to assign this approver automatically based on a field in Salesforce

    3 votes

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  15. I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.

    Here are some key benefits of integrating Payoneer with Pandadoc:

    Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.

    Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are…

    8 votes

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  16. For now, we can pass first name, last name and email for the deal owner in Hubspot. Would be great to include phone and title (+ any other fields that may be useful in the clients' flows) as well.

    2 votes

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  17. 3 votes

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  18. 1 vote

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  19. 2 votes

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  20. Integration with SAP (S4HANA)

    2 votes

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