990 results found
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[Google Sheets] Pass token data
Ability to easily pass token data to Google Sheets or email after the document is completed
3 votes -
Stripe + Plaid
Integration for Plaid with Stripe
https://stripe.com/docs/ach27 votes -
Zapier: Ability to attach PDFs
Ability to attach PDFs via Zapier
6 votes -
1 vote
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7 votes
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Create documents through Pipedirve on the PD mobile app.
PanadaDoc App - PipeDrive App Integration.
10 votes -
Salesforce Mobile App Capability
Be able to use the Salesforce integration using mobile apps.
40 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Expand / Collapse Pricing Table Descriptions
Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.
12 votes -
2 votes
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SEPA Direct Debit
Ability to set up SEPA direct debit through PandaDoc
22 votes -
Link to CRM Zoho
Link documents to Zoho CRM from PandaDoc side
15 votes -
Attach PDFs to Accounts in Salesforce When Creating From Opp
When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.
7 votes -
Copper Sync - Refresh Document
Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes
2 votes -
9 votes
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2 votes
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Quickbooks Desktop
Diff requests for improvement of Quickbooks integration:
- Integration with Quickbooks Desktop
80 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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1 vote
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4 votes
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11 votes
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A Paid badge in PDFs of paid documents
A PDF of a paid document should include the PAID badge, the same as the web view version
4 votes
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