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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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1070 results found

  1. 4 votes

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  2. Ability to easily pass token data to Google Sheets or email after the document is completed

    3 votes

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  3. 24 votes

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    Idea  ·  8 comments  ·  API & Integrations  ·  Admin →
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  4. Pull updated pricing table details from Salesforce to PandaDoc.

    33 votes

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    Idea  ·  4 comments  ·  API & Integrations  ·  Admin →
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  5. All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.

    It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.

    1 vote

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  6. 4 votes

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  7. Add the ability to process payments via ACH Authorize.net payment gateway service.

    10 votes

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  8. 2 votes

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  9. Ability to attach PDFs via Zapier

    6 votes

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  10. 1 vote

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  11. 3 votes

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  12. When currency fields are passed into PandaDoc Variable/Token allow for variable to be set on the token level as a "Currency type" to format correctly.

    11 votes

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    Hello everyone!

    Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.

    Money format we define based on the recipient language of the document & currency from the CRM.

    Date format we define based on the recipient language of the document & date workspace settings.

    Thanks!

  13. 5 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →
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  14. 3 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  15. PanadaDoc App - PipeDrive App Integration.

    9 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →
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  16. 4 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  17. Be able to use the Salesforce integration using mobile apps.

    13 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →
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  18. 3 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  19. wants pricing table descriptions in the table to have the ability to have a plus sign or dropdown to see the descriptions since some of them are very long.

    4 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →
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  20. Cost/Profit Margin endpoints exposed in PandaDoc API

    2 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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