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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1028 results found

  1. 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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  2. Override MS Dynamics date variable settings with PandaDoc date settings

    2 votes

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  3. Option to show additional discount from Pipedrive in the total of the pricing table in PandaDoc

    1 vote

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  4. not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday

    1 vote

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  5. filter PandaDoc statuses in Salesforce

    2 votes

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  6. 1 vote

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  7. Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used

    2 votes

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  8. Get revisions of the templates to see how they have been changing historically

    3 votes

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  9. Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
    Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

    1 vote

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  10. 1 vote

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  11. 1 vote

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  12. Halo CRM integration.

    2 votes

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  13. 1 vote

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  14. add Maverick payment gateway

    1 vote

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  15. Customer would like to link the document to Quote record in SalesForce

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. Account objects in Freshsales

    1 vote

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  17. Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams

    1 vote

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  18. Adding PandaDoc module to Salesforce Financial Services Cloud

    2 votes

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  19. Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce

    4 votes

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    • Option to pass files from CRM to pandadoc
    3 votes

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